+29.9%
AAPL vs COHR
+54.9%
-25.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.0% | +11.3% | +5.3% |
| 7D | +1.7% | -18.6% | +20.2% | +1.5% |
| 30D | +5.0% | -41.5% | +46.5% | +4.7% |
| 3M | +13.1% | -39.7% | +52.8% | +12.9% |
| 6M | +26.5% | -40.9% | +67.3% | +26.0% |
| YTD | +28.9% | +5.7% | +23.2% | +25.2% |
| 1Y | +29.9% | +51.6% | -21.7% | +25.2% |
| All | +29.9% | +54.9% | -25.0% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COHR.
Daily Out/Under-Performance
Portfolio return minus COHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COHR 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 COHR 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