+405.0%
COR vs AMC
-98.9%
+503.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.2% | -1.9% |
| 7D | +2.8% | +2.3% | +0.5% | +2.8% |
| 30D | +4.5% | -0.7% | +5.3% | +4.5% |
| 3M | +22.7% | +35.2% | -12.5% | +22.2% |
| 6M | -9.7% | +124.6% | -134.3% | -10.5% |
| YTD | -1.4% | +69.9% | -71.3% | -2.1% |
| 1Y | +13.9% | -2.6% | +16.5% | +13.7% |
| 3Y | +94.0% | -79.8% | +173.7% | +95.0% |
| 5Y | +184.0% | -99.4% | +283.4% | +192.9% |
| All | +405.0% | -98.9% | +503.8% | +399.4% |
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