+318.0%
CORZ vs KR
+60.4%
+257.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.0% |
| 7D | +26.4% | +0.5% | +25.8% | +26.7% |
| 30D | -6.8% | +14.9% | -21.7% | +1.7% |
| 3M | -31.1% | +25.4% | -56.5% | -21.1% |
| 6M | -36.9% | +9.3% | -46.2% | -30.6% |
| YTD | -1.2% | +13.7% | -14.9% | +10.6% |
| 1Y | -12.5% | +9.2% | -21.7% | -3.2% |
| All | +318.0% | +60.4% | +257.6% | +376.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling