+194.8%
COHR vs RKT
-21.9%
+216.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.1% | +7.7% | +6.8% |
| 7D | +1.0% | +2.1% | -1.2% | +0.6% |
| 30D | -14.1% | +1.4% | -15.6% | -14.6% |
| 3M | -33.2% | +6.3% | -39.5% | -34.5% |
| 6M | +2.5% | -15.5% | +18.0% | +3.3% |
| YTD | +52.7% | -27.4% | +80.1% | +55.6% |
| 1Y | +194.8% | -26.6% | +221.4% | +210.6% |
| All | +194.8% | -21.9% | +216.7% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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