+830.2%
COHR vs ACI
-44.0%
+874.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +0.9% | +5.1% |
| 7D | +8.3% | -3.7% | +12.1% | +7.2% |
| 30D | -14.1% | +0.6% | -14.7% | -13.8% |
| 3M | -16.0% | -20.3% | +4.3% | -19.0% |
| 6M | +21.5% | -24.7% | +46.1% | +15.7% |
| YTD | +65.4% | -27.2% | +92.7% | +56.9% |
| 1Y | +195.0% | -32.7% | +227.7% | +180.4% |
| 3Y | +830.2% | -43.9% | +874.1% | +741.3% |
| All | +830.2% | -44.0% | +874.2% | +741.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling