-4.5%
COR vs ACWI
+12.9%
-17.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.0% | +3.8% |
| 7D | +2.3% | +0.3% | +2.0% | +2.4% |
| 30D | +6.8% | -2.8% | +9.6% | +6.1% |
| 3M | +8.1% | -3.2% | +11.3% | +7.3% |
| 6M | +33.0% | +1.3% | +31.7% | +33.1% |
| YTD | +3.0% | +11.2% | -8.2% | +1.0% |
| All | -4.5% | +12.9% | -17.3% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling