+830.2%
COHR vs RCAT
+720.6%
+109.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.6% | +4.4% |
| 7D | +8.3% | -4.9% | +13.2% | +9.1% |
| 30D | -14.1% | -22.9% | +8.7% | -11.2% |
| 3M | -16.0% | -33.7% | +17.7% | -12.1% |
| 6M | +21.5% | -50.7% | +72.2% | +29.8% |
| YTD | +65.4% | +0.4% | +65.1% | +62.4% |
| 1Y | +195.0% | -27.6% | +222.7% | +194.8% |
| 3Y | +830.2% | +753.2% | +77.0% | +753.0% |
| All | +830.2% | +720.6% | +109.5% | +753.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling