+425.9%
CORZ vs KWEB
+7.9%
+418.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -2.4% |
| 7D | +7.6% | -3.6% | +11.2% | +9.2% |
| 30D | -6.9% | -14.9% | +8.0% | -0.5% |
| 3M | -33.0% | -5.4% | -27.6% | -31.8% |
| 6M | +19.3% | -18.9% | +38.2% | +29.6% |
| YTD | +24.2% | -27.2% | +51.5% | +41.5% |
| 1Y | +24.5% | -34.2% | +58.7% | +46.7% |
| All | +425.9% | +7.9% | +418.0% | +394.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling