+1,298.9%
COHR vs MKSI
+524.1%
+774.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +2.6% |
| 7D | +8.3% | +2.7% | +5.7% | +6.4% |
| 30D | -14.1% | -12.8% | -1.3% | -4.2% |
| 3M | -16.0% | -22.5% | +6.5% | +3.6% |
| 6M | +21.5% | +19.4% | +2.1% | +10.2% |
| YTD | +65.4% | +67.7% | -2.3% | +17.7% |
| 1Y | +195.0% | +131.4% | +63.6% | +68.4% |
| 3Y | +830.2% | +197.3% | +632.8% | +330.9% |
| 5Y | +397.1% | +87.0% | +310.1% | +203.3% |
| All | +1,298.9% | +524.1% | +774.8% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling