+444.5%
CORZ vs KR
+31.4%
+413.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.1% | +3.6% |
| 7D | +16.6% | -1.3% | +17.8% | +15.9% |
| 30D | -10.9% | +1.5% | -12.4% | -10.0% |
| 3M | -31.0% | -8.5% | -22.5% | -32.4% |
| 6M | +26.0% | -21.9% | +47.9% | +17.7% |
| YTD | +28.6% | -6.9% | +35.5% | +27.7% |
| 1Y | +34.5% | -14.0% | +48.4% | +30.9% |
| All | +444.5% | +31.4% | +413.0% | +450.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling