+65,045.6%
COHR vs BTI
+6,041.1%
+59,004.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.0% |
| 7D | +8.3% | -0.2% | +8.5% | +8.4% |
| 30D | -14.1% | -1.1% | -13.1% | -14.1% |
| 3M | -16.0% | -8.8% | -7.2% | -15.2% |
| 6M | +21.5% | -4.0% | +25.4% | +21.4% |
| YTD | +65.4% | +0.4% | +65.1% | +64.2% |
| 1Y | +195.0% | +1.9% | +193.1% | +192.0% |
| 3Y | +830.2% | +108.5% | +721.6% | +700.5% |
| 5Y | +397.1% | +118.5% | +278.6% | +323.8% |
| 10Y | +1,317.7% | +75.1% | +1,242.6% | +1,133.6% |
| All | +65,045.6% | +6,041.1% | +59,004.5% | +62,097.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 all: compounded portfolio wealth divided by compounded BTI 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…
all analysis · Full analysis span regression · 6 months rolling