+393.6%
COHR vs DAR
-9.0%
+402.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +4.8% |
| 7D | +8.3% | -0.1% | +8.5% | +8.4% |
| 30D | -14.1% | +2.6% | -16.8% | -15.2% |
| 3M | -16.0% | +14.2% | -30.2% | -20.5% |
| 6M | +21.5% | +17.2% | +4.3% | +13.6% |
| YTD | +65.4% | +80.9% | -15.4% | +32.4% |
| 1Y | +195.0% | +104.0% | +91.0% | +123.6% |
| 3Y | +830.2% | +3.6% | +826.5% | +770.8% |
| All | +393.6% | -9.0% | +402.6% | +358.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling