+194.8%
COHR vs AA
+63.2%
+131.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.1% | +8.7% | +7.7% |
| 7D | +1.0% | -0.7% | +1.6% | +1.2% |
| 30D | -14.1% | +5.0% | -19.1% | -16.8% |
| 3M | -33.2% | -35.8% | +2.6% | -17.7% |
| 6M | +2.5% | -18.4% | +20.9% | +9.7% |
| YTD | +52.7% | -5.5% | +58.2% | +49.8% |
| 1Y | +194.8% | +61.0% | +133.8% | +122.5% |
| All | +194.8% | +63.2% | +131.6% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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