+64,301.1%
COHR vs ALK
+810.8%
+63,490.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -3.1% | +10.2% | +7.9% |
| 7D | +11.0% | +0.1% | +10.9% | +10.9% |
| 30D | -20.4% | -18.5% | -1.9% | -16.0% |
| 3M | -24.9% | -3.6% | -21.3% | -24.6% |
| 6M | +28.1% | -3.7% | +31.8% | +27.9% |
| YTD | +63.6% | -19.0% | +82.6% | +70.4% |
| 1Y | +205.9% | -36.0% | +242.0% | +236.5% |
| 3Y | +809.3% | +2.3% | +806.9% | +777.9% |
| 5Y | +397.1% | -27.8% | +424.8% | +420.2% |
| 10Y | +1,238.1% | -39.0% | +1,277.1% | +1,250.9% |
| All | +64,301.1% | +810.8% | +63,490.3% | +33,985.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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