+51.6%
COHR vs AMIX
-92.3%
+143.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.0% | -3.0% | -5.9% |
| 7D | -18.6% | -25.1% | +6.5% | -17.9% |
| 30D | -41.5% | -54.5% | +13.0% | -40.3% |
| 3M | -39.7% | -91.7% | +52.0% | -36.3% |
| 6M | -40.9% | -79.4% | +38.6% | -40.1% |
| YTD | +5.7% | -86.1% | +91.8% | +8.4% |
| 1Y | +51.6% | -91.6% | +143.2% | +58.9% |
| All | +51.6% | -92.3% | +143.9% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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