+51.6%
COHR vs AGI
-1.1%
+52.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +10.8% | -16.8% | -10.0% |
| 7D | -18.6% | -5.3% | -13.3% | -17.0% |
| 30D | -41.5% | -7.1% | -34.4% | -39.9% |
| 3M | -39.7% | +4.4% | -44.2% | -41.2% |
| 6M | -40.9% | -23.0% | -17.8% | -35.9% |
| YTD | +5.7% | -22.0% | +27.7% | +13.0% |
| 1Y | +51.6% | +0.3% | +51.3% | +38.4% |
| All | +51.6% | -1.1% | +52.7% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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