+395.2%
COR vs AON
+204.8%
+190.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.8% | +0.7% |
| 7D | -2.8% | -6.3% | +3.5% | -0.7% |
| 30D | +2.6% | -14.1% | +16.7% | +7.5% |
| 3M | +14.5% | -9.5% | +23.9% | +17.9% |
| 6M | -7.8% | -4.0% | -3.8% | -6.9% |
| YTD | -4.2% | -13.8% | +9.6% | -0.3% |
| 1Y | +7.0% | -18.3% | +25.3% | +13.3% |
| 3Y | +85.5% | -7.2% | +92.7% | +85.6% |
| 5Y | +181.2% | +7.3% | +173.9% | +162.3% |
| All | +395.2% | +204.8% | +190.4% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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