+393.6%
COHR vs RGTI
+56.8%
+336.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +4.1% |
| 7D | +8.3% | +0.5% | +7.9% | +8.3% |
| 30D | -14.1% | -17.1% | +3.0% | -12.2% |
| 3M | -16.0% | -26.0% | +10.0% | -12.8% |
| 6M | +21.5% | -9.9% | +31.3% | +22.9% |
| YTD | +65.4% | -31.1% | +96.5% | +70.9% |
| 1Y | +195.0% | -8.5% | +203.5% | +190.9% |
| 3Y | +830.2% | +652.2% | +177.9% | +536.7% |
| All | +393.6% | +56.8% | +336.8% | +260.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 5y: compounded portfolio wealth divided by compounded RGTI 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…
5y analysis · Full analysis span regression · 6 months rolling