+194.8%
COHR vs BAM
-8.8%
+203.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +6.0% | +6.4% |
| 7D | +1.0% | -2.0% | +2.9% | +1.6% |
| 30D | -14.1% | -2.9% | -11.2% | -13.8% |
| 3M | -33.2% | +9.4% | -42.6% | -36.2% |
| 6M | +2.5% | +10.8% | -8.2% | -3.4% |
| YTD | +52.7% | -0.4% | +53.2% | +50.9% |
| 1Y | +194.8% | -10.9% | +205.6% | +218.3% |
| All | +194.8% | -8.8% | +203.6% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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