+51.6%
COHR vs RGEN
+19.5%
+32.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -5.9% | -6.0% |
| 7D | -18.6% | -3.5% | -15.1% | -18.2% |
| 30D | -41.5% | -6.0% | -35.6% | -41.3% |
| 3M | -39.7% | +19.0% | -58.7% | -41.0% |
| 6M | -40.9% | +50.7% | -91.6% | -45.1% |
| YTD | +5.7% | +8.8% | -3.1% | +19.4% |
| 1Y | +51.6% | +21.3% | +30.3% | +63.6% |
| All | +51.6% | +19.5% | +32.0% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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