+425.9%
CORZ vs KR
+29.7%
+396.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -4.0% |
| 7D | +7.6% | -3.1% | +10.7% | +6.1% |
| 30D | -6.9% | +0.6% | -7.6% | -6.4% |
| 3M | -33.0% | -9.8% | -23.2% | -34.8% |
| 6M | +19.3% | -22.1% | +41.5% | +11.0% |
| YTD | +24.2% | -8.1% | +32.4% | +22.5% |
| 1Y | +24.5% | -14.7% | +39.2% | +20.6% |
| All | +425.9% | +29.7% | +396.2% | +428.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling