+11,062.5%
COHR vs AMT
+1,308.0%
+9,754.5%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +13.0% | +1.5% | +11.5% | +12.6% |
| 30D | -6.7% | +3.7% | -10.4% | -7.6% |
| 3M | -14.7% | -7.2% | -7.5% | -14.1% |
| 6M | +20.3% | -4.2% | +24.4% | +19.9% |
| YTD | +64.4% | +1.9% | +62.5% | +61.0% |
| 1Y | +205.9% | -6.4% | +212.2% | +204.5% |
| 3Y | +814.1% | +7.7% | +806.4% | +756.1% |
| 5Y | +387.4% | -30.9% | +418.3% | +405.4% |
| 10Y | +1,308.9% | +105.4% | +1,203.5% | +1,037.5% |
| All | +11,062.5% | +1,308.0% | +9,754.5% | +5,992.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling