+57,807.2%
COHR vs KNX
+4,983.8%
+52,823.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.6% |
| 7D | +8.3% | -5.6% | +13.9% | +10.2% |
| 30D | -14.1% | -4.4% | -9.7% | -12.9% |
| 3M | -16.0% | -17.3% | +1.3% | -10.9% |
| 6M | +21.5% | +22.6% | -1.2% | +13.8% |
| YTD | +65.4% | +31.1% | +34.3% | +51.4% |
| 1Y | +195.0% | +60.2% | +134.8% | +152.4% |
| 3Y | +830.2% | +35.8% | +794.4% | +734.1% |
| 5Y | +397.1% | +38.9% | +358.2% | +344.0% |
| 10Y | +1,317.7% | +166.5% | +1,151.2% | +934.4% |
| All | +57,807.2% | +4,983.8% | +52,823.4% | +30,251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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