+51.6%
COHR vs RMD
-1.9%
+53.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +5.9% | -11.9% | -3.9% |
| 7D | -18.6% | -3.9% | -14.7% | -19.3% |
| 30D | -41.5% | +7.9% | -49.4% | -38.9% |
| 3M | -39.7% | +8.1% | -47.8% | -36.1% |
| 6M | -40.9% | +15.5% | -56.4% | -34.0% |
| YTD | +5.7% | +0.7% | +5.0% | +29.6% |
| 1Y | +51.6% | -1.4% | +52.9% | +87.0% |
| All | +51.6% | -1.9% | +53.5% | +87.0% |
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