+404.9%
CORZ vs MKSI
+133.9%
+271.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -2.6% |
| 7D | -3.0% | +4.9% | -7.8% | -5.8% |
| 30D | -12.1% | -11.0% | -1.1% | -5.8% |
| 3M | -32.4% | -17.1% | -15.3% | -25.7% |
| 6M | +12.4% | +16.4% | -4.1% | +0.3% |
| YTD | +19.3% | +64.3% | -45.0% | -13.7% |
| 1Y | +8.6% | +137.7% | -129.1% | -38.5% |
| All | +404.9% | +133.9% | +271.0% | +173.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling