+110.5%
CNC vs AHR
+26.3%
+84.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.6% | +10.0% | +12.0% |
| 7D | +13.4% | +9.5% | +3.9% | +11.4% |
| 30D | +18.2% | +11.7% | +6.5% | +15.7% |
| 3M | +18.6% | +4.0% | +14.6% | +17.6% |
| 6M | +41.9% | +13.5% | +28.4% | +39.9% |
| YTD | +84.7% | +21.6% | +63.1% | +81.2% |
| 1Y | +110.5% | +25.1% | +85.4% | +107.0% |
| All | +110.5% | +26.3% | +84.2% | +107.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling