+45.0%
AAPL vs JHX
+43.8%
+1.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.7% |
| 7D | +3.8% | -6.3% | +10.2% | +4.4% |
| 30D | +9.9% | -7.7% | +17.7% | +10.7% |
| 3M | +12.5% | +19.2% | -6.7% | +10.3% |
| 6M | +27.6% | +38.3% | -10.6% | +22.1% |
| YTD | +22.6% | +37.2% | -14.7% | +17.5% |
| 1Y | +45.0% | +42.3% | +2.7% | +39.2% |
| All | +45.0% | +43.8% | +1.2% | +39.2% |
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