+3,198.7%
COHR vs IAU
+851.0%
+2,347.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -3.1% |
| 7D | +10.9% | -3.4% | +14.2% | +11.5% |
| 30D | -10.8% | -1.1% | -9.7% | -10.6% |
| 3M | -17.4% | +5.8% | -23.2% | -18.1% |
| 6M | +12.5% | -16.9% | +29.4% | +15.8% |
| YTD | +58.8% | +0.1% | +58.7% | +59.7% |
| 1Y | +183.3% | +18.4% | +164.9% | +179.1% |
| 3Y | +783.0% | +123.6% | +659.5% | +707.7% |
| 5Y | +377.2% | +138.7% | +238.5% | +332.5% |
| 10Y | +1,261.0% | +217.2% | +1,043.8% | +1,113.5% |
| All | +3,198.7% | +851.0% | +2,347.7% | +2,778.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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