+10.9%
KDP vs CORZ
+225.9%
-215.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -1.5% |
| 7D | -1.6% | +7.6% | -9.2% | -1.4% |
| 30D | +9.5% | -6.9% | +16.4% | +9.4% |
| 3M | +2.6% | -33.0% | +35.7% | +2.2% |
| 6M | +15.6% | +19.3% | -3.7% | +15.9% |
| YTD | +17.3% | +24.2% | -6.9% | +17.7% |
| 1Y | +20.1% | +24.5% | -4.4% | +20.5% |
| All | +10.9% | +225.9% | -215.1% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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