+241.9%
CORZ vs KMI
+100.5%
+141.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +4.0% |
| 7D | -11.2% | -10.8% | -0.5% | -2.3% |
| 30D | -26.2% | -5.0% | -21.2% | -23.3% |
| 3M | -44.1% | -3.4% | -40.8% | -43.0% |
| 6M | -52.3% | -3.4% | -48.9% | -52.2% |
| YTD | -19.2% | +13.1% | -32.3% | -33.6% |
| 1Y | -42.9% | +19.0% | -61.9% | -56.1% |
| All | +241.9% | +100.5% | +141.4% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 3y: compounded portfolio wealth divided by compounded KMI 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…
3y analysis · Full analysis span regression · 6 months rolling