-4.2%
CORZ vs KWEB
-38.6%
+34.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +23.5% | -7.8% | +31.3% | +28.8% |
| 30D | +7.5% | -6.4% | +13.9% | +11.1% |
| 3M | -26.6% | -14.6% | -12.0% | -18.7% |
| 6M | -39.5% | -25.0% | -14.5% | -24.2% |
| YTD | -0.3% | -32.7% | +32.4% | +39.2% |
| 1Y | -4.2% | -37.3% | +33.1% | +42.7% |
| All | -4.2% | -38.6% | +34.4% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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