+11,366.5%
APH vs CNQ
+5,523.4%
+5,843.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +1.6% | -0.9% | +2.5% | +1.9% |
| 30D | -3.0% | +8.7% | -11.7% | -5.3% |
| 3M | +5.7% | +15.8% | -10.1% | +0.9% |
| 6M | +20.0% | +13.3% | +6.7% | +14.3% |
| YTD | +20.8% | +54.7% | -33.9% | +4.7% |
| 1Y | +40.2% | +69.5% | -29.3% | +18.1% |
| 3Y | +288.1% | +77.3% | +210.8% | +217.5% |
| 5Y | +352.5% | +290.3% | +62.2% | +185.0% |
| 10Y | +1,062.4% | +429.3% | +633.2% | +487.9% |
| All | +11,366.5% | +5,523.4% | +5,843.1% | +3,937.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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