+872.2%
COHR vs KVUE
-20.4%
+892.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +8.3% | -5.1% | +13.5% | +7.8% |
| 30D | -14.1% | -6.3% | -7.8% | -14.6% |
| 3M | -16.0% | -0.5% | -15.5% | -16.2% |
| 6M | +21.5% | +3.1% | +18.4% | +21.3% |
| YTD | +65.4% | +6.7% | +58.8% | +65.1% |
| 1Y | +195.0% | -1.1% | +196.2% | +196.1% |
| 3Y | +830.2% | -8.7% | +838.9% | +847.4% |
| All | +872.2% | -20.4% | +892.6% | +966.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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