+393.6%
COHR vs AMT
-29.9%
+423.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.3% | +4.0% |
| 7D | +8.3% | +1.1% | +7.2% | +8.3% |
| 30D | -14.1% | +4.4% | -18.5% | -14.4% |
| 3M | -16.0% | -5.2% | -10.9% | -15.4% |
| 6M | +21.5% | -0.8% | +22.3% | +21.2% |
| YTD | +65.4% | +3.3% | +62.2% | +63.2% |
| 1Y | +195.0% | -6.0% | +201.0% | +196.4% |
| 3Y | +830.2% | +9.6% | +820.6% | +699.9% |
| All | +393.6% | -29.9% | +423.4% | +384.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 5y: compounded portfolio wealth divided by compounded AMT 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…
5y analysis · Full analysis span regression · 6 months rolling