+1,298.9%
COHR vs APO
+945.2%
+353.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +3.7% |
| 7D | +8.3% | -3.5% | +11.8% | +10.5% |
| 30D | -14.1% | -6.6% | -7.6% | -11.4% |
| 3M | -16.0% | -3.3% | -12.7% | -15.8% |
| 6M | +21.5% | +22.6% | -1.1% | +4.5% |
| YTD | +65.4% | -9.8% | +75.2% | +68.4% |
| 1Y | +195.0% | -3.9% | +198.9% | +185.7% |
| 3Y | +830.2% | +52.5% | +777.7% | +602.8% |
| 5Y | +397.1% | +134.0% | +263.1% | +189.5% |
| All | +1,298.9% | +945.2% | +353.6% | +293.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling