+87.8%
AAPL vs COHR
+805.6%
-717.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.4% | +1.4% |
| 7D | +3.8% | +8.3% | -4.5% | +3.0% |
| 30D | +9.9% | -14.1% | +24.1% | +11.2% |
| 3M | +12.5% | -16.0% | +28.5% | +12.8% |
| 6M | +27.6% | +21.5% | +6.2% | +20.4% |
| YTD | +22.6% | +65.4% | -42.9% | +9.5% |
| 1Y | +45.0% | +195.0% | -150.0% | +16.8% |
| 3Y | +87.8% | +830.2% | -742.4% | +20.7% |
| All | +87.8% | +805.6% | -717.8% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling