+194.8%
COHR vs AMRZ
-14.5%
+209.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.7% |
| 7D | +1.0% | -1.9% | +2.9% | +1.2% |
| 30D | -14.1% | -16.9% | +2.8% | -11.6% |
| 3M | -33.2% | -19.2% | -14.0% | -30.8% |
| 6M | +2.5% | -29.3% | +31.8% | +10.1% |
| YTD | +52.7% | -18.0% | +70.7% | +57.1% |
| 1Y | +194.8% | -15.1% | +209.9% | +194.7% |
| All | +194.8% | -14.5% | +209.2% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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