-28.4%
COHR vs AAOX
-89.3%
+60.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -15.0% | +9.0% | -1.8% |
| 7D | -18.6% | -50.3% | +31.7% | -2.2% |
| 30D | -41.5% | -79.8% | +38.3% | -13.1% |
| 3M | -39.7% | -85.9% | +46.2% | -5.9% |
| 6M | -40.9% | -95.7% | +54.8% | +1.3% |
| All | -28.4% | -89.3% | +60.9% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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