+51.6%
COHR vs RKT
-9.4%
+61.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +8.7% | -14.7% | -6.5% |
| 7D | -18.6% | +29.7% | -48.3% | -20.5% |
| 30D | -41.5% | +28.5% | -70.0% | -42.9% |
| 3M | -39.7% | +6.4% | -46.1% | -39.8% |
| 6M | -40.9% | +7.1% | -48.0% | -41.8% |
| YTD | +5.7% | -22.5% | +28.2% | +7.8% |
| 1Y | +51.6% | -10.4% | +62.0% | +54.4% |
| All | +51.6% | -9.4% | +61.0% | +54.4% |
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