+51.6%
COHR vs APTV
-46.4%
+98.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.6% | -10.6% | -6.6% |
| 7D | -18.6% | -1.9% | -16.7% | -18.4% |
| 30D | -41.5% | -1.4% | -40.1% | -41.4% |
| 3M | -39.7% | -9.3% | -30.4% | -38.9% |
| 6M | -40.9% | -27.3% | -13.5% | -36.6% |
| YTD | +5.7% | -43.1% | +48.8% | +13.1% |
| 1Y | +51.6% | -46.5% | +98.1% | +65.8% |
| All | +51.6% | -46.4% | +98.0% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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