+830.2%
COHR vs HALO
+178.1%
+652.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +8.3% | -2.7% | +11.1% | +9.1% |
| 30D | -14.1% | +5.3% | -19.4% | -15.5% |
| 3M | -16.0% | +51.6% | -67.6% | -24.9% |
| 6M | +21.5% | +61.3% | -39.8% | +6.6% |
| YTD | +65.4% | +59.3% | +6.2% | +45.8% |
| 1Y | +195.0% | +38.3% | +156.7% | +168.0% |
| 3Y | +830.2% | +185.9% | +644.3% | +547.6% |
| All | +830.2% | +178.1% | +652.1% | +547.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 3y: compounded portfolio wealth divided by compounded HALO 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…
3y analysis · Full analysis span regression · 6 months rolling