+194.8%
COHR vs BTG
+38.4%
+156.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +7.1% |
| 7D | +1.0% | -0.9% | +1.8% | +1.1% |
| 30D | -14.1% | +36.8% | -51.0% | -24.0% |
| 3M | -33.2% | +23.1% | -56.3% | -38.9% |
| 6M | +2.5% | +3.5% | -0.9% | -2.6% |
| YTD | +52.7% | +25.5% | +27.2% | +38.9% |
| 1Y | +194.8% | +40.1% | +154.7% | +147.7% |
| All | +194.8% | +38.4% | +156.4% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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