+6.7%
AMZN vs JHX
+44.7%
-38.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +8.3% | -2.2% | +4.6% |
| 7D | +4.5% | +13.3% | -8.8% | +2.2% |
| 30D | +5.8% | +17.1% | -11.3% | +2.7% |
| 3M | -4.1% | +4.1% | -8.2% | -4.9% |
| 6M | -2.2% | +48.5% | -50.7% | -9.4% |
| YTD | +15.3% | +42.3% | -27.0% | +5.0% |
| 1Y | +6.7% | +47.4% | -40.7% | -3.2% |
| All | +6.7% | +44.7% | -38.0% | -3.2% |
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