+1,079.3%
COHR vs KMI
+103.9%
+975.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +8.3% | -1.7% | +10.1% | +9.2% |
| 30D | -14.1% | -2.7% | -11.4% | -13.3% |
| 3M | -16.0% | -0.7% | -15.3% | -16.4% |
| 6M | +21.5% | -5.0% | +26.4% | +23.1% |
| YTD | +65.4% | +15.5% | +50.0% | +54.2% |
| 1Y | +195.0% | +16.4% | +178.6% | +173.1% |
| 3Y | +830.2% | +114.2% | +716.0% | +583.3% |
| 5Y | +397.1% | +153.3% | +243.9% | +243.2% |
| 10Y | +1,317.7% | +132.4% | +1,185.3% | +866.7% |
| All | +1,079.3% | +103.9% | +975.4% | +631.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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