+51.6%
COHR vs HRB
+16.9%
+34.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.4% | -10.4% | -3.6% |
| 7D | -18.6% | +16.0% | -34.6% | -11.4% |
| 30D | -41.5% | +32.1% | -73.6% | -31.5% |
| 3M | -39.7% | +21.5% | -61.2% | -32.1% |
| 6M | -40.9% | +82.1% | -122.9% | -17.0% |
| YTD | +5.7% | +31.6% | -25.9% | +42.4% |
| 1Y | +51.6% | +15.9% | +35.7% | +118.7% |
| All | +51.6% | +16.9% | +34.7% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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