+830.2%
COHR vs ADI
+121.1%
+709.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | -0.8% |
| 7D | +8.3% | +4.6% | +3.8% | +3.5% |
| 30D | -14.1% | -1.2% | -13.0% | -12.6% |
| 3M | -16.0% | -7.8% | -8.2% | -6.2% |
| 6M | +21.5% | +19.3% | +2.1% | +7.3% |
| YTD | +65.4% | +40.9% | +24.5% | +25.2% |
| 1Y | +195.0% | +54.5% | +140.5% | +105.0% |
| 3Y | +830.2% | +123.4% | +706.7% | +349.1% |
| All | +830.2% | +121.1% | +709.1% | +349.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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