+420.1%
CORZ vs APTV
-41.6%
+461.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.1% | -1.4% |
| 7D | +8.4% | +4.8% | +3.5% | +6.1% |
| 30D | -17.8% | +2.0% | -19.8% | -18.8% |
| 3M | -35.9% | -34.2% | -1.7% | -22.9% |
| 6M | +12.9% | -34.7% | +47.6% | +34.7% |
| YTD | +22.9% | -37.0% | +59.9% | +48.6% |
| 1Y | +31.4% | -40.4% | +71.7% | +63.2% |
| All | +420.1% | -41.6% | +461.7% | +515.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling