+195.0%
COHR vs AMIX
-81.9%
+276.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.2% |
| 7D | +8.3% | -4.8% | +13.1% | +8.5% |
| 30D | -14.1% | -42.0% | +27.9% | -13.1% |
| 3M | -16.0% | -46.5% | +30.5% | -15.7% |
| 6M | +21.5% | -48.2% | +69.7% | +21.0% |
| YTD | +65.4% | -62.2% | +127.6% | +68.7% |
| 1Y | +195.0% | -82.1% | +277.1% | +272.9% |
| All | +195.0% | -81.9% | +276.9% | +272.9% |
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