+830.2%
COHR vs NI
+68.9%
+761.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | 0.0% | +8.3% | +8.4% |
| 30D | -14.1% | -1.4% | -12.8% | -13.7% |
| 3M | -16.0% | -10.6% | -5.4% | -12.8% |
| 6M | +21.5% | -9.3% | +30.8% | +25.4% |
| YTD | +65.4% | +1.1% | +64.3% | +64.9% |
| 1Y | +195.0% | +3.4% | +191.6% | +191.4% |
| 3Y | +830.2% | +67.9% | +762.3% | +751.4% |
| All | +830.2% | +68.9% | +761.2% | +751.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling