+532.0%
COHR vs ACI
+21.2%
+510.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +0.9% | +4.4% |
| 7D | +8.3% | -3.7% | +12.1% | +8.1% |
| 30D | -14.1% | +0.6% | -14.7% | -14.1% |
| 3M | -16.0% | -20.3% | +4.3% | -16.5% |
| 6M | +21.5% | -24.7% | +46.1% | +20.6% |
| YTD | +65.4% | -27.2% | +92.7% | +64.1% |
| 1Y | +195.0% | -32.7% | +227.7% | +193.4% |
| 3Y | +830.2% | -43.9% | +874.1% | +828.6% |
| 5Y | +397.1% | -38.9% | +436.0% | +391.8% |
| All | +532.0% | +21.2% | +510.8% | +505.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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