+51.6%
COHR vs APH
+16.5%
+35.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.2% | +0.2% | -0.6% |
| 7D | -18.6% | -2.4% | -16.2% | -16.7% |
| 30D | -41.5% | -9.5% | -32.1% | -35.7% |
| 3M | -39.7% | -7.6% | -32.1% | -34.2% |
| 6M | -40.9% | +12.4% | -53.3% | -41.9% |
| YTD | +5.7% | +17.5% | -11.8% | -14.5% |
| 1Y | +51.6% | +16.4% | +35.2% | +25.7% |
| All | +51.6% | +16.5% | +35.1% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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