+420.1%
CORZ vs KR
+34.6%
+385.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | 0.0% |
| 7D | +8.4% | +1.5% | +6.9% | +9.1% |
| 30D | -17.8% | +4.1% | -21.9% | -16.0% |
| 3M | -35.9% | -5.2% | -30.7% | -36.2% |
| 6M | +12.9% | -12.8% | +25.7% | +9.6% |
| YTD | +22.9% | -4.6% | +27.5% | +23.3% |
| 1Y | +31.4% | -11.7% | +43.0% | +29.3% |
| All | +420.1% | +34.6% | +385.4% | +431.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling