+1,298.9%
COHR vs AON
+204.8%
+1,094.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.8% | +4.6% |
| 7D | +8.3% | -6.3% | +14.7% | +10.3% |
| 30D | -14.1% | -14.1% | 0.0% | -10.7% |
| 3M | -16.0% | -9.5% | -6.5% | -15.5% |
| 6M | +21.5% | -4.0% | +25.5% | +18.0% |
| YTD | +65.4% | -13.8% | +79.3% | +66.3% |
| 1Y | +195.0% | -18.3% | +213.3% | +201.8% |
| 3Y | +830.2% | -7.2% | +837.3% | +767.7% |
| 5Y | +397.1% | +7.3% | +389.8% | +319.1% |
| All | +1,298.9% | +204.8% | +1,094.1% | +496.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling