+8.6%
CORZ vs KR
-13.6%
+22.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -3.3% |
| 7D | -3.0% | -2.7% | -0.3% | -4.7% |
| 30D | -12.1% | +1.9% | -14.0% | -10.6% |
| 3M | -32.4% | -11.0% | -21.3% | -35.4% |
| 6M | +12.4% | -20.2% | +32.6% | +2.9% |
| YTD | +19.3% | -7.3% | +26.6% | +17.8% |
| 1Y | +8.6% | -13.1% | +21.7% | +3.1% |
| All | +8.6% | -13.6% | +22.2% | +3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling