+3,399.9%
COHR vs AMP
+2,112.0%
+1,287.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +3.8% |
| 7D | +8.3% | -0.5% | +8.9% | +8.6% |
| 30D | -14.1% | -1.3% | -12.8% | -13.8% |
| 3M | -16.0% | +24.2% | -40.2% | -25.5% |
| 6M | +21.5% | +24.6% | -3.1% | +7.2% |
| YTD | +65.4% | +14.8% | +50.6% | +51.2% |
| 1Y | +195.0% | +12.8% | +182.2% | +172.2% |
| 3Y | +830.2% | +69.0% | +761.2% | +619.3% |
| 5Y | +397.1% | +124.9% | +272.2% | +239.5% |
| 10Y | +1,317.7% | +583.5% | +734.2% | +463.5% |
| All | +3,399.9% | +2,112.0% | +1,287.9% | +675.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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