+830.2%
COHR vs RVMD
+537.4%
+292.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +8.3% | -3.0% | +11.3% | +9.1% |
| 30D | -14.1% | -0.7% | -13.4% | -14.0% |
| 3M | -16.0% | +36.5% | -52.6% | -21.1% |
| 6M | +21.5% | +104.6% | -83.1% | +2.4% |
| YTD | +65.4% | +155.8% | -90.4% | +28.8% |
| 1Y | +195.0% | +340.7% | -145.7% | +96.6% |
| 3Y | +830.2% | +519.9% | +310.2% | +468.3% |
| All | +830.2% | +537.4% | +292.8% | +468.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 3y: compounded portfolio wealth divided by compounded RVMD 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…
3y analysis · Full analysis span regression · 6 months rolling