+512.3%
COR vs AMC
-98.6%
+610.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.3% | -4.6% | +3.6% |
| 7D | +2.3% | +6.6% | -4.2% | +2.3% |
| 30D | +6.8% | +14.1% | -7.3% | +6.7% |
| 3M | +8.1% | +31.3% | -23.2% | +7.9% |
| 6M | +33.0% | +126.7% | -93.7% | +31.9% |
| YTD | +3.0% | +117.9% | -115.0% | +2.1% |
| 1Y | -3.4% | +41.1% | -44.5% | -3.9% |
| 3Y | +80.1% | -61.0% | +141.1% | +80.3% |
| 5Y | +194.7% | -99.1% | +293.9% | +203.0% |
| 10Y | +512.3% | -98.7% | +611.0% | +493.4% |
| All | +512.3% | -98.6% | +610.9% | +493.4% |
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