+492.2%
COR vs AMC
-98.8%
+591.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.7% | +5.7% | +3.0% |
| 7D | +7.8% | +3.5% | +4.3% | +7.8% |
| 30D | +7.0% | +12.5% | -5.5% | +6.9% |
| 3M | +16.3% | +23.6% | -7.3% | +16.0% |
| 6M | +41.3% | +144.4% | -103.1% | +40.0% |
| YTD | +7.1% | +108.3% | -101.2% | +6.2% |
| 1Y | -0.8% | +38.9% | -39.7% | -1.3% |
| 3Y | +85.0% | -58.9% | +143.8% | +85.0% |
| 5Y | +203.9% | -99.2% | +303.0% | +212.5% |
| All | +492.2% | -98.8% | +591.0% | +478.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling