+24,329.6%
COHR vs AEIS
+2,627.1%
+21,702.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.8% | +2.6% |
| 7D | +8.3% | +2.3% | +6.1% | +7.7% |
| 30D | -14.1% | -14.8% | +0.7% | -9.3% |
| 3M | -16.0% | -15.6% | -0.4% | -9.8% |
| 6M | +21.5% | -8.7% | +30.2% | +28.0% |
| YTD | +65.4% | +37.3% | +28.1% | +55.1% |
| 1Y | +195.0% | +80.3% | +114.7% | +156.2% |
| 3Y | +830.2% | +177.9% | +652.2% | +634.7% |
| 5Y | +397.1% | +235.8% | +161.3% | +278.5% |
| 10Y | +1,317.7% | +558.6% | +759.0% | +820.6% |
| All | +24,329.6% | +2,627.1% | +21,702.5% | +8,042.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 all: compounded portfolio wealth divided by compounded AEIS 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…
all analysis · Full analysis span regression · 6 months rolling