+194.8%
COHR vs AFRM
-15.0%
+209.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.6% | +9.2% | +6.9% |
| 7D | +1.0% | -7.0% | +7.9% | +1.9% |
| 30D | -14.1% | -7.8% | -6.3% | -13.4% |
| 3M | -33.2% | +5.3% | -38.5% | -34.2% |
| 6M | +2.5% | +42.6% | -40.1% | -2.8% |
| YTD | +52.7% | -2.8% | +55.5% | +52.7% |
| 1Y | +194.8% | -19.3% | +214.1% | +212.5% |
| All | +194.8% | -15.0% | +209.8% | +212.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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