+393.6%
COHR vs AU
+686.2%
-292.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +4.0% |
| 7D | +8.3% | -4.3% | +12.6% | +9.4% |
| 30D | -14.1% | +7.3% | -21.4% | -15.7% |
| 3M | -16.0% | +26.3% | -42.3% | -20.5% |
| 6M | +21.5% | +1.8% | +19.7% | +19.4% |
| YTD | +65.4% | +26.8% | +38.6% | +56.9% |
| 1Y | +195.0% | +66.7% | +128.3% | +168.3% |
| 3Y | +830.2% | +579.1% | +251.1% | +575.5% |
| All | +393.6% | +686.2% | -292.7% | +240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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