+30.9%
KDP vs CORZ
+136.6%
-105.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.5% | +1.8% |
| 7D | +8.2% | -7.8% | +16.0% | +8.0% |
| 30D | +18.4% | -14.8% | +33.2% | +18.2% |
| 3M | +29.2% | -32.5% | +61.7% | +28.5% |
| 6M | +32.3% | -42.7% | +75.0% | +31.4% |
| YTD | +38.5% | -9.8% | +48.3% | +38.3% |
| 1Y | +48.5% | -31.9% | +80.4% | +47.8% |
| All | +30.9% | +136.6% | -105.7% | +31.0% |
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