+425.9%
CORZ vs MKSI
+139.5%
+286.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -4.0% |
| 7D | +7.6% | +6.6% | +1.0% | +3.4% |
| 30D | -6.9% | -8.2% | +1.3% | -2.1% |
| 3M | -33.0% | -16.4% | -16.6% | -26.8% |
| 6M | +19.3% | +23.0% | -3.6% | +3.1% |
| YTD | +24.2% | +68.2% | -43.9% | -11.4% |
| 1Y | +24.5% | +148.6% | -124.1% | -31.4% |
| All | +425.9% | +139.5% | +286.4% | +180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling