+57.9%
CNQ vs AHR
+23.7%
+34.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | -11.2% | +5.9% | -17.1% | -11.3% |
| 30D | +1.7% | +11.0% | -9.3% | +1.6% |
| 3M | +10.3% | +1.5% | +8.8% | +9.9% |
| 6M | +4.3% | +13.9% | -9.6% | +4.5% |
| YTD | +48.7% | +20.9% | +27.8% | +47.0% |
| 1Y | +57.9% | +21.4% | +36.5% | +56.6% |
| All | +57.9% | +23.7% | +34.2% | +56.6% |
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