+195.0%
COHR vs BA
-7.7%
+202.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +3.0% |
| 7D | +8.3% | -0.8% | +9.2% | +8.7% |
| 30D | -14.1% | -9.0% | -5.2% | -11.0% |
| 3M | -16.0% | -5.0% | -11.0% | -14.0% |
| 6M | +21.5% | -1.7% | +23.2% | +20.7% |
| YTD | +65.4% | -3.1% | +68.5% | +65.5% |
| 1Y | +195.0% | -4.3% | +199.4% | +193.8% |
| All | +195.0% | -7.7% | +202.7% | +193.8% |
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