+194.8%
COHR vs NI
+1.4%
+193.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +6.9% |
| 7D | +1.0% | +2.0% | -1.1% | -0.1% |
| 30D | -14.1% | -3.5% | -10.6% | -12.7% |
| 3M | -33.2% | -9.1% | -24.1% | -30.9% |
| 6M | +2.5% | -11.8% | +14.4% | +7.9% |
| YTD | +52.7% | +1.1% | +51.6% | +51.4% |
| 1Y | +194.8% | +6.7% | +188.1% | +187.5% |
| All | +194.8% | +1.4% | +193.4% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling