+486.6%
COR vs AMC
-98.7%
+585.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.8% |
| 7D | +2.4% | +5.5% | -3.1% | +2.4% |
| 30D | +7.7% | +16.1% | -8.4% | +7.6% |
| 3M | +7.5% | +43.0% | -35.5% | +7.2% |
| 6M | +34.1% | +130.7% | -96.5% | +33.0% |
| YTD | +3.9% | +121.8% | -117.9% | +2.9% |
| 1Y | -3.6% | +40.7% | -44.3% | -4.1% |
| 3Y | +80.5% | -56.8% | +137.3% | +80.5% |
| 5Y | +194.9% | -99.1% | +293.9% | +202.9% |
| 10Y | +486.6% | -98.7% | +585.3% | +467.8% |
| All | +486.6% | -98.7% | +585.3% | +467.8% |
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