+645.2%
KORU vs CORZ
+225.9%
+419.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +3.2% |
| 7D | +20.1% | +7.6% | +12.5% | +15.6% |
| 30D | +47.5% | -6.9% | +54.4% | +54.1% |
| 3M | -30.1% | -33.0% | +3.0% | -11.9% |
| 6M | +20.1% | +19.3% | +0.8% | +32.1% |
| YTD | +166.6% | +24.2% | +142.3% | +193.8% |
| 1Y | +458.9% | +24.5% | +434.4% | +516.6% |
| All | +645.2% | +225.9% | +419.2% | +526.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling