-15.9%
CORZ vs AON
-2.2%
-13.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.9% | +11.0% |
| 7D | +14.2% | -2.4% | +16.5% | +12.3% |
| 30D | -3.0% | +22.8% | -25.8% | +12.0% |
| 3M | -26.3% | -5.3% | -20.9% | -29.2% |
| 6M | -36.5% | +8.4% | -44.9% | -32.3% |
| YTD | +0.1% | -3.9% | +4.0% | -0.7% |
| 1Y | -15.9% | -3.1% | -12.8% | -16.1% |
| All | -15.9% | -2.2% | -13.7% | -16.1% |
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