-5.2%
CDNS vs AHR
+360.2%
-365.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -6.5% | -3.0% | -3.5% | -6.2% |
| 30D | -13.0% | +2.6% | -15.6% | -13.3% |
| 3M | -26.0% | +16.0% | -42.0% | -27.6% |
| 6M | -2.8% | +3.1% | -5.9% | -2.9% |
| YTD | -8.8% | +16.0% | -24.9% | -12.1% |
| 1Y | -15.8% | +28.0% | -43.8% | -21.6% |
| All | -5.2% | +360.2% | -365.4% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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