+1,298.9%
COHR vs RCAT
-98.5%
+1,397.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.6% | +4.2% |
| 7D | +8.3% | -4.9% | +13.2% | +8.4% |
| 30D | -14.1% | -22.9% | +8.7% | -13.8% |
| 3M | -16.0% | -33.7% | +17.7% | -15.5% |
| 6M | +21.5% | -50.7% | +72.2% | +22.5% |
| YTD | +65.4% | +0.4% | +65.1% | +65.1% |
| 1Y | +195.0% | -27.6% | +222.7% | +195.2% |
| 3Y | +830.2% | +753.2% | +77.0% | +800.0% |
| 5Y | +397.1% | +183.3% | +213.8% | +382.7% |
| All | +1,298.9% | -98.5% | +1,397.4% | +1,278.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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