+31.4%
CORZ vs KEY
+21.3%
+10.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.2% |
| 7D | +8.4% | +2.2% | +6.2% | +7.1% |
| 30D | -17.8% | -3.0% | -14.8% | -16.5% |
| 3M | -35.9% | +3.3% | -39.2% | -37.1% |
| 6M | +12.9% | +9.2% | +3.7% | +7.5% |
| YTD | +22.9% | +10.6% | +12.2% | +17.4% |
| 1Y | +31.4% | +20.4% | +11.0% | +27.0% |
| All | +31.4% | +21.3% | +10.0% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling