+51.6%
COHR vs APA
+107.6%
-56.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.9% | +0.9% | -6.8% |
| 7D | -18.6% | -13.0% | -5.6% | -19.9% |
| 30D | -41.5% | +2.0% | -43.5% | -41.1% |
| 3M | -39.7% | +24.9% | -64.6% | -38.0% |
| 6M | -40.9% | +7.2% | -48.0% | -39.7% |
| YTD | +5.7% | +87.1% | -81.4% | -2.9% |
| 1Y | +51.6% | +107.2% | -55.6% | +23.7% |
| All | +51.6% | +107.6% | -56.0% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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