+830.2%
COHR vs AON
-7.5%
+837.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.8% | +3.5% |
| 7D | +8.3% | -6.3% | +14.7% | +5.5% |
| 30D | -14.1% | -14.1% | 0.0% | -19.0% |
| 3M | -16.0% | -9.5% | -6.5% | -18.5% |
| 6M | +21.5% | -4.0% | +25.5% | +19.9% |
| YTD | +65.4% | -13.8% | +79.3% | +62.7% |
| 1Y | +195.0% | -18.3% | +213.3% | +193.2% |
| 3Y | +830.2% | -7.2% | +837.3% | +790.1% |
| All | +830.2% | -7.5% | +837.6% | +790.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling