+153.6%
AQN price history and return analytics
+426.1%
-272.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.8% |
| 7D | -6.3% | -1.1% | -5.2% | -5.6% |
| 30D | -8.0% | -1.0% | -7.0% | -7.4% |
| 3M | -8.9% | +3.2% | -12.0% | -10.9% |
| 6M | -13.6% | +12.5% | -26.1% | -20.6% |
| YTD | -11.8% | +14.1% | -25.8% | -19.8% |
| 1Y | -3.3% | +18.9% | -22.2% | -14.6% |
| 3Y | -14.6% | +74.1% | -88.7% | -42.0% |
| 5Y | -55.1% | +66.9% | -122.0% | -69.0% |
| 10Y | -4.9% | +228.3% | -233.2% | -57.5% |
| All | +153.6% | +426.1% | -272.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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