+61.0%
AA vs JHX
+56.2%
+4.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -2.8% |
| 7D | -0.7% | +1.5% | -2.2% | -1.2% |
| 30D | +5.0% | +7.2% | -2.2% | +3.0% |
| 3M | -35.8% | +29.9% | -65.8% | -40.3% |
| 6M | -18.4% | +35.4% | -53.8% | -24.0% |
| YTD | -5.5% | +46.5% | -51.9% | -14.0% |
| 1Y | +61.0% | +55.5% | +5.4% | +41.9% |
| All | +61.0% | +56.2% | +4.7% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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