+1,079.3%
COHR vs APO
+1,673.6%
-594.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -2.2% |
| 7D | +10.9% | -4.9% | +15.8% | +13.6% |
| 30D | -10.8% | -8.4% | -2.3% | -7.4% |
| 3M | -17.4% | -2.1% | -15.3% | -17.7% |
| 6M | +12.5% | +19.2% | -6.8% | +0.4% |
| YTD | +58.8% | -10.5% | +69.4% | +62.1% |
| 1Y | +183.3% | -2.7% | +186.0% | +174.3% |
| 3Y | +783.0% | +52.5% | +730.6% | +602.9% |
| 5Y | +377.2% | +132.1% | +245.2% | +208.9% |
| 10Y | +1,261.0% | +924.7% | +336.3% | +386.4% |
| All | +1,079.3% | +1,673.6% | -594.3% | +225.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling