+520.2%
COHR vs AMIX
-99.9%
+620.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +13.0% | +1.6% | +11.4% | +12.9% |
| 30D | -6.7% | -50.8% | +44.1% | -5.4% |
| 3M | -14.7% | -46.3% | +31.5% | -19.0% |
| 6M | +20.3% | -49.9% | +70.1% | +14.2% |
| YTD | +64.4% | -60.4% | +124.9% | +56.6% |
| 1Y | +205.9% | -81.7% | +287.6% | +194.3% |
| All | +520.2% | -99.9% | +620.1% | +463.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling