+204.3%
COHR vs PATH
+18.1%
+186.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -7.8% | +14.9% | +7.0% |
| 7D | +11.0% | -22.8% | +33.7% | +10.7% |
| 30D | -20.4% | -6.9% | -13.5% | -20.8% |
| 3M | -24.9% | +25.4% | -50.3% | -25.4% |
| 6M | +28.1% | +18.1% | +9.9% | +27.7% |
| YTD | +63.6% | -14.5% | +78.1% | +76.8% |
| All | +204.3% | +18.1% | +186.1% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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