+444.5%
CORZ vs APTV
-44.3%
+488.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.6% | +9.3% | +6.7% |
| 7D | +16.6% | +2.0% | +14.6% | +15.4% |
| 30D | -10.9% | -7.7% | -3.1% | -7.9% |
| 3M | -31.0% | -34.0% | +3.0% | -17.5% |
| 6M | +26.0% | -37.1% | +63.1% | +52.6% |
| YTD | +28.6% | -39.9% | +68.5% | +58.6% |
| 1Y | +34.5% | -44.4% | +78.9% | +72.3% |
| All | +444.5% | -44.3% | +488.8% | +556.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling