+517.0%
COHR vs AMIX
-99.9%
+616.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.2% | +7.3% | +7.1% |
| 7D | +11.0% | -3.4% | +14.3% | +11.1% |
| 30D | -20.4% | -54.4% | +34.0% | -19.1% |
| 3M | -24.9% | -45.7% | +20.9% | -28.7% |
| 6M | +28.1% | -49.2% | +77.2% | +21.5% |
| YTD | +63.6% | -60.3% | +123.9% | +55.8% |
| 1Y | +205.9% | -81.4% | +287.3% | +194.3% |
| All | +517.0% | -99.9% | +616.8% | +460.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling