+393.6%
COHR vs FWONK
+97.7%
+295.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +8.3% | +0.1% | +8.2% | +8.3% |
| 30D | -14.1% | -7.7% | -6.4% | -11.0% |
| 3M | -16.0% | +5.7% | -21.7% | -20.0% |
| 6M | +21.5% | +13.5% | +8.0% | +9.7% |
| YTD | +65.4% | -3.0% | +68.4% | +63.9% |
| 1Y | +195.0% | -6.4% | +201.4% | +197.2% |
| 3Y | +830.2% | +43.8% | +786.3% | +614.1% |
| All | +393.6% | +97.7% | +295.9% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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