+194.8%
COHR vs AEM
+40.5%
+154.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +7.2% |
| 7D | +1.0% | -0.5% | +1.5% | +1.0% |
| 30D | -14.1% | +24.0% | -38.1% | -24.6% |
| 3M | -33.2% | +16.1% | -49.3% | -39.6% |
| 6M | +2.5% | -11.6% | +14.2% | +4.3% |
| YTD | +52.7% | +21.5% | +31.2% | +37.9% |
| 1Y | +194.8% | +39.2% | +155.6% | +151.3% |
| All | +194.8% | +40.5% | +154.3% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling