+610.4%
KORU vs CORZ
+223.2%
+387.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.3% | +5.7% | +7.3% |
| 7D | -1.7% | +0.3% | -2.0% | -1.6% |
| 30D | +13.5% | -14.0% | +27.6% | +23.3% |
| 3M | -45.2% | -34.1% | -11.1% | -30.7% |
| 6M | +17.1% | +8.5% | +8.7% | +33.1% |
| YTD | +154.1% | +23.2% | +130.9% | +182.2% |
| 1Y | +375.7% | +15.4% | +360.3% | +437.2% |
| All | +610.4% | +223.2% | +387.1% | +501.3% |
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