-4.2%
CORZ vs AON
-2.6%
-1.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +2.0% |
| 7D | +23.5% | +1.0% | +22.4% | +24.3% |
| 30D | +7.5% | +23.2% | -15.7% | +24.2% |
| 3M | -26.6% | -5.0% | -21.6% | -29.5% |
| 6M | -39.5% | +9.3% | -48.8% | -35.1% |
| YTD | -0.3% | -3.4% | +3.1% | -0.1% |
| 1Y | -4.2% | -2.9% | -1.3% | -3.9% |
| All | -4.2% | -2.6% | -1.6% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling