+194.8%
COHR vs RMD
-14.6%
+209.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.5% |
| 7D | +1.0% | -5.0% | +5.9% | -0.6% |
| 30D | -14.1% | +2.2% | -16.3% | -12.6% |
| 3M | -33.2% | +17.8% | -51.0% | -31.0% |
| 6M | +2.5% | -11.3% | +13.9% | +19.8% |
| YTD | +52.7% | -4.4% | +57.1% | +76.9% |
| 1Y | +194.8% | -15.7% | +210.5% | +244.6% |
| All | +194.8% | -14.6% | +209.4% | +244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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