+21.5%
COHR vs RMD
-10.5%
+32.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +3.7% |
| 7D | +8.3% | -4.4% | +12.8% | +5.1% |
| 30D | -14.1% | -3.1% | -11.0% | -15.4% |
| 3M | -16.0% | +13.8% | -29.8% | -8.1% |
| 6M | +21.5% | -8.6% | +30.0% | +75.3% |
| All | +21.5% | -10.5% | +32.0% | +75.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling