+25,255.2%
COHR vs RMD
+35,419.0%
-10,163.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | +10.9% | -4.2% | +15.1% | +11.9% |
| 30D | -10.8% | -2.1% | -8.7% | -10.6% |
| 3M | -17.4% | +13.8% | -31.1% | -20.7% |
| 6M | +12.5% | -10.6% | +23.1% | +13.7% |
| YTD | +58.8% | -8.1% | +66.9% | +59.4% |
| 1Y | +183.3% | -18.0% | +201.2% | +191.6% |
| 3Y | +783.0% | +52.9% | +730.2% | +677.0% |
| 5Y | +377.2% | -22.3% | +399.5% | +385.2% |
| 10Y | +1,261.0% | +274.8% | +986.3% | +917.5% |
| All | +25,255.2% | +35,419.0% | -10,163.7% | +13,436.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling