+824.4%
COHR vs BA
-3.4%
+827.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.6% | +1.7% |
| 7D | +13.0% | -1.2% | +14.1% | +13.7% |
| 30D | -6.7% | -11.3% | +4.7% | -0.3% |
| 3M | -14.7% | -3.8% | -11.0% | -13.3% |
| 6M | +20.3% | -8.3% | +28.5% | +24.7% |
| YTD | +64.4% | -4.9% | +69.4% | +66.5% |
| 1Y | +205.9% | -10.1% | +215.9% | +218.1% |
| All | +824.4% | -3.4% | +827.8% | +642.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling