+420.1%
CORZ vs KEY
+72.7%
+347.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.3% |
| 7D | +8.4% | +2.2% | +6.2% | +6.7% |
| 30D | -17.8% | -3.0% | -14.8% | -15.8% |
| 3M | -35.9% | +3.3% | -39.2% | -37.5% |
| 6M | +12.9% | +9.2% | +3.7% | +5.5% |
| YTD | +22.9% | +10.6% | +12.2% | +13.1% |
| 1Y | +31.4% | +20.4% | +11.0% | +12.5% |
| All | +420.1% | +72.7% | +347.4% | +249.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling