+269.8%
CORZ vs AON
+12.2%
+257.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.3% | +7.9% | +8.2% |
| 7D | +1.7% | +0.7% | +1.0% | +2.1% |
| 30D | -17.5% | +23.1% | -40.6% | -13.3% |
| 3M | -39.5% | -6.0% | -33.4% | -39.9% |
| 6M | -44.5% | +7.9% | -52.4% | -43.9% |
| YTD | -12.6% | -4.1% | -8.5% | -11.2% |
| 1Y | -37.0% | -2.3% | -34.7% | -36.3% |
| All | +269.8% | +12.2% | +257.5% | +249.3% |
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