+1,489.6%
COHR vs AMCR
+93.5%
+1,396.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.7% | +4.7% |
| 7D | +8.3% | -6.3% | +14.6% | +10.9% |
| 30D | -14.1% | -7.8% | -6.3% | -11.8% |
| 3M | -16.0% | +7.5% | -23.5% | -19.1% |
| 6M | +21.5% | +2.7% | +18.8% | +18.8% |
| YTD | +65.4% | +6.0% | +59.4% | +58.7% |
| 1Y | +195.0% | +7.8% | +187.2% | +180.5% |
| 3Y | +830.2% | +5.8% | +824.4% | +790.7% |
| 5Y | +397.1% | -11.6% | +408.7% | +409.1% |
| 10Y | +1,317.7% | +14.6% | +1,303.1% | +1,190.7% |
| All | +1,489.6% | +93.5% | +1,396.1% | +1,260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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