+51.6%
COHR vs APO
-5.6%
+57.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +8.1% | -14.1% | -6.4% |
| 7D | -18.6% | +8.2% | -26.8% | -19.0% |
| 30D | -41.5% | +6.4% | -48.0% | -41.7% |
| 3M | -39.7% | -7.4% | -32.3% | -39.2% |
| 6M | -40.9% | -4.2% | -36.7% | -40.9% |
| YTD | +5.7% | -14.1% | +19.8% | +8.0% |
| 1Y | +51.6% | -4.4% | +56.0% | +58.1% |
| All | +51.6% | -5.6% | +57.2% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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