+444.5%
CORZ vs KMI
+112.1%
+332.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +2.8% | +3.2% |
| 7D | +16.6% | -0.4% | +16.9% | +16.8% |
| 30D | -10.9% | +3.7% | -14.5% | -14.0% |
| 3M | -31.0% | +3.2% | -34.2% | -33.9% |
| 6M | +26.0% | -3.0% | +29.0% | +26.5% |
| YTD | +28.6% | +19.7% | +9.0% | +1.1% |
| 1Y | +34.5% | +25.6% | +8.8% | -2.1% |
| All | +444.5% | +112.1% | +332.4% | +237.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling