+51.6%
COHR vs BA
-12.3%
+63.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.1% | -8.1% | -6.7% |
| 7D | -18.6% | +5.9% | -24.5% | -20.3% |
| 30D | -41.5% | -8.2% | -33.4% | -39.8% |
| 3M | -39.7% | -25.4% | -14.4% | -32.7% |
| 6M | -40.9% | -20.0% | -20.8% | -35.6% |
| YTD | +5.7% | -18.5% | +24.2% | +12.5% |
| 1Y | +51.6% | -10.6% | +62.2% | +61.1% |
| All | +51.6% | -12.3% | +63.9% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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