+1,298.9%
COHR vs ASX
+964.2%
+334.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.1% | +4.8% |
| 7D | +8.3% | +5.2% | +3.1% | +4.7% |
| 30D | -14.1% | +0.5% | -14.6% | -14.1% |
| 3M | -16.0% | +8.3% | -24.3% | -19.0% |
| 6M | +21.5% | +82.0% | -60.6% | -15.6% |
| YTD | +65.4% | +147.6% | -82.2% | -4.9% |
| 1Y | +195.0% | +258.8% | -63.8% | +34.9% |
| 3Y | +830.2% | +452.1% | +378.1% | +239.5% |
| 5Y | +397.1% | +441.7% | -44.6% | +78.3% |
| All | +1,298.9% | +964.2% | +334.7% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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