+425.9%
CORZ vs AON
+1.6%
+424.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -4.2% |
| 7D | +7.6% | -7.9% | +15.5% | +5.7% |
| 30D | -6.9% | -14.6% | +7.7% | -9.9% |
| 3M | -33.0% | -7.9% | -25.1% | -34.4% |
| 6M | +19.3% | -8.0% | +27.3% | +17.5% |
| YTD | +24.2% | -13.2% | +37.5% | +22.9% |
| 1Y | +24.5% | -16.4% | +40.9% | +24.2% |
| All | +425.9% | +1.6% | +424.3% | +383.8% |
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