+195.0%
COHR vs APH
+42.2%
+152.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +0.6% |
| 7D | +8.3% | +1.4% | +7.0% | +7.1% |
| 30D | -14.1% | -1.2% | -12.9% | -12.8% |
| 3M | -16.0% | +10.3% | -26.3% | -19.1% |
| 6M | +21.5% | +25.2% | -3.7% | +6.7% |
| YTD | +65.4% | +24.6% | +40.8% | +30.0% |
| 1Y | +195.0% | +41.4% | +153.6% | +115.9% |
| All | +195.0% | +42.2% | +152.8% | +115.9% |
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