+393.6%
COHR vs ATI
+1,029.4%
-635.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | +8.3% | -5.6% | +14.0% | +11.9% |
| 30D | -14.1% | -13.7% | -0.4% | -6.4% |
| 3M | -16.0% | -0.4% | -15.6% | -14.6% |
| 6M | +21.5% | +26.2% | -4.8% | +8.8% |
| YTD | +65.4% | +73.2% | -7.8% | +27.6% |
| 1Y | +195.0% | +161.6% | +33.4% | +85.8% |
| 3Y | +830.2% | +346.2% | +484.0% | +341.6% |
| All | +393.6% | +1,029.4% | -635.8% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 5y: compounded portfolio wealth divided by compounded ATI 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…
5y analysis · Full analysis span regression · 6 months rolling