+189.0%
KLAC vs CORZ
+223.2%
-34.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.3% | +1.3% |
| 7D | -2.7% | +0.3% | -3.0% | -2.7% |
| 30D | -13.2% | -14.0% | +0.9% | -10.5% |
| 3M | -25.0% | -34.1% | +9.1% | -19.0% |
| 6M | +23.6% | +8.5% | +15.1% | +22.2% |
| YTD | +49.2% | +23.2% | +26.0% | +44.4% |
| 1Y | +89.3% | +15.4% | +74.0% | +84.4% |
| All | +189.0% | +223.2% | -34.3% | +142.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling