+420.1%
CORZ vs AON
+7.7%
+412.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.3% |
| 7D | +8.4% | -9.1% | +17.4% | +6.2% |
| 30D | -17.8% | -10.2% | -7.6% | -19.6% |
| 3M | -35.9% | +0.5% | -36.4% | -36.2% |
| 6M | +12.9% | -4.8% | +17.8% | +12.6% |
| YTD | +22.9% | -8.0% | +30.9% | +23.1% |
| 1Y | +31.4% | -13.1% | +44.4% | +33.5% |
| All | +420.1% | +7.7% | +412.3% | +384.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling