+12.5%
KDP vs CORZ
+237.5%
-225.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | 0.0% |
| 7D | +2.1% | +16.6% | -14.5% | +2.4% |
| 30D | +8.5% | -10.9% | +19.3% | +8.3% |
| 3M | +6.6% | -31.0% | +37.6% | +6.2% |
| 6M | +17.1% | +26.0% | -9.0% | +17.4% |
| YTD | +19.0% | +28.6% | -9.6% | +19.5% |
| 1Y | +21.8% | +34.5% | -12.7% | +22.3% |
| All | +12.5% | +237.5% | -225.0% | +13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling