+55.9%
COHR vs AMIX
-92.3%
+148.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.1% | -7.1% | -6.0% |
| 7D | +13.1% | -9.9% | +23.0% | +13.3% |
| 30D | -17.2% | -52.8% | +35.6% | -15.7% |
| 3M | -33.3% | -80.0% | +46.7% | -30.9% |
| 6M | -46.0% | -80.2% | +34.3% | -46.0% |
| YTD | +18.2% | -88.1% | +106.3% | +17.8% |
| 1Y | +55.9% | -91.1% | +146.9% | +55.9% |
| All | +55.9% | -92.3% | +148.2% | +55.9% |
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