+420.1%
CORZ vs KMI
+108.3%
+311.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.4% |
| 7D | +8.4% | -0.5% | +8.9% | +8.6% |
| 30D | -17.8% | +0.9% | -18.7% | -19.0% |
| 3M | -35.9% | 0.0% | -35.9% | -37.0% |
| 6M | +12.9% | -5.7% | +18.6% | +16.1% |
| YTD | +22.9% | +17.5% | +5.4% | -2.1% |
| 1Y | +31.4% | +22.3% | +9.1% | -1.9% |
| All | +420.1% | +108.3% | +311.8% | +226.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling