+444.5%
CORZ vs AON
+5.3%
+439.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.3% | +7.0% | +4.2% |
| 7D | +16.6% | -3.2% | +19.8% | +15.7% |
| 30D | -10.9% | -11.9% | +1.0% | -13.1% |
| 3M | -31.0% | -2.9% | -28.1% | -31.8% |
| 6M | +26.0% | -6.8% | +32.9% | +25.1% |
| YTD | +28.6% | -10.1% | +38.7% | +28.3% |
| 1Y | +34.5% | -14.2% | +48.7% | +35.5% |
| All | +444.5% | +5.3% | +439.2% | +404.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling