+12.5%
COHR vs APO
+19.0%
-6.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -3.3% |
| 7D | +10.9% | -4.9% | +15.8% | +11.1% |
| 30D | -10.8% | -8.4% | -2.3% | -10.5% |
| 3M | -17.4% | -2.1% | -15.3% | -18.2% |
| 6M | +12.5% | +19.2% | -6.8% | +9.2% |
| All | +12.5% | +19.0% | -6.6% | +9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling