+1,278.0%
AAPL vs JHX
+106.3%
+1,171.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.5% |
| 7D | +3.8% | -6.3% | +10.2% | +5.6% |
| 30D | +9.9% | -7.7% | +17.7% | +12.1% |
| 3M | +12.5% | +19.2% | -6.7% | +6.5% |
| 6M | +27.6% | +38.3% | -10.6% | +14.6% |
| YTD | +22.6% | +37.2% | -14.7% | +9.7% |
| 1Y | +45.0% | +42.3% | +2.7% | +27.4% |
| 3Y | +87.8% | -4.4% | +92.2% | +69.2% |
| 5Y | +128.7% | -26.4% | +155.1% | +117.9% |
| All | +1,278.0% | +106.3% | +1,171.7% | +776.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling