+45.1%
KDP vs CORZ
-29.1%
+74.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.5% | +1.9% |
| 7D | +8.2% | -7.8% | +16.0% | +7.8% |
| 30D | +18.4% | -14.8% | +33.2% | +18.0% |
| 3M | +29.2% | -32.5% | +61.7% | +27.9% |
| 6M | +32.3% | -42.7% | +75.0% | +30.4% |
| YTD | +38.5% | -9.8% | +48.3% | +34.5% |
| All | +45.1% | -29.1% | +74.2% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling