+322.1%
CORZ vs KWEB
-0.2%
+322.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +0.9% |
| 7D | +23.5% | -7.8% | +31.3% | +27.3% |
| 30D | +7.5% | -6.4% | +13.9% | +9.8% |
| 3M | -26.6% | -14.6% | -12.0% | -22.0% |
| 6M | -39.5% | -25.0% | -14.5% | -32.4% |
| YTD | -0.3% | -32.7% | +32.4% | +16.7% |
| 1Y | -4.2% | -37.3% | +33.1% | +15.0% |
| All | +322.1% | -0.2% | +322.3% | +308.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling