+20.3%
COHR vs AFRM
+35.1%
-14.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.0% | +1.6% |
| 7D | +13.0% | -8.0% | +21.0% | +14.8% |
| 30D | -6.7% | -9.8% | +3.1% | -5.3% |
| 3M | -14.7% | +4.7% | -19.4% | -17.8% |
| 6M | +20.3% | +34.1% | -13.9% | +7.7% |
| All | +20.3% | +35.1% | -14.9% | +7.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling