+1,298.9%
COHR vs AAOI
+445.6%
+853.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.0% | +2.2% | +3.6% |
| 7D | +8.3% | -0.2% | +8.5% | +8.4% |
| 30D | -14.1% | -23.7% | +9.6% | -7.9% |
| 3M | -16.0% | -39.0% | +23.0% | -4.8% |
| 6M | +21.5% | -17.0% | +38.5% | +24.0% |
| YTD | +65.4% | +202.2% | -136.8% | +19.0% |
| 1Y | +195.0% | +292.4% | -97.4% | +93.4% |
| 3Y | +830.2% | +804.4% | +25.8% | +311.0% |
| 5Y | +397.1% | +1,318.0% | -920.9% | +62.4% |
| All | +1,298.9% | +445.6% | +853.2% | +407.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 10y: compounded portfolio wealth divided by compounded AAOI 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…
10y analysis · Full analysis span regression · 6 months rolling