+1,298.9%
COHR vs ACN
+97.5%
+1,201.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.8% | +2.7% |
| 7D | +8.3% | -1.5% | +9.9% | +8.9% |
| 30D | -14.1% | +2.1% | -16.2% | -15.8% |
| 3M | -16.0% | +11.1% | -27.1% | -24.2% |
| 6M | +21.5% | -6.8% | +28.3% | +17.6% |
| YTD | +65.4% | -30.0% | +95.5% | +88.5% |
| 1Y | +195.0% | -23.1% | +218.1% | +208.1% |
| 3Y | +830.2% | -40.4% | +870.6% | +1,037.9% |
| 5Y | +397.1% | -41.6% | +438.7% | +509.9% |
| All | +1,298.9% | +97.5% | +1,201.3% | +576.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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