+114,711.3%
AAPL vs JHX
+2,220.4%
+112,490.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.1% | +4.1% |
| 7D | -0.5% | -4.9% | +4.4% | +0.5% |
| 30D | +7.1% | -9.3% | +16.4% | +9.1% |
| 3M | +12.1% | +28.1% | -16.0% | +5.9% |
| 6M | +25.4% | +35.2% | -9.8% | +16.2% |
| YTD | +20.5% | +35.9% | -15.4% | +11.1% |
| 1Y | +44.5% | +42.5% | +2.0% | +31.3% |
| 3Y | +85.8% | -4.5% | +90.2% | +74.1% |
| 5Y | +124.8% | -27.1% | +151.9% | +119.0% |
| 10Y | +1,284.7% | +104.2% | +1,180.5% | +961.4% |
| All | +114,711.3% | +2,220.4% | +112,490.8% | +72,763.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling