+29.9%
AAPL vs JHX
+44.7%
-14.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.3% | -3.0% | +4.5% |
| 7D | +1.7% | +13.3% | -11.6% | +0.5% |
| 30D | +5.0% | +17.1% | -12.2% | +3.5% |
| 3M | +13.1% | +4.1% | +9.0% | +12.3% |
| 6M | +26.5% | +48.5% | -22.0% | +20.8% |
| YTD | +28.9% | +42.3% | -13.4% | +22.9% |
| 1Y | +29.9% | +47.4% | -17.5% | +23.7% |
| All | +29.9% | +44.7% | -14.8% | +23.7% |
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