+64,642.4%
COHR vs KEY
+1,027.2%
+63,615.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +13.0% | -0.3% | +13.3% | +13.0% |
| 30D | -6.7% | -3.3% | -3.4% | -5.7% |
| 3M | -14.7% | -0.7% | -14.0% | -14.6% |
| 6M | +20.3% | +12.5% | +7.8% | +16.2% |
| YTD | +64.4% | +8.4% | +56.0% | +60.6% |
| 1Y | +205.9% | +18.4% | +187.4% | +190.8% |
| 3Y | +814.1% | +123.3% | +690.8% | +630.4% |
| 5Y | +387.4% | +38.8% | +348.5% | +332.2% |
| 10Y | +1,308.9% | +169.3% | +1,139.6% | +910.6% |
| All | +64,642.4% | +1,027.2% | +63,615.2% | +39,868.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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