+88.8%
APA vs JHX
+56.2%
+32.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -2.6% |
| 7D | +0.5% | +1.5% | -1.0% | +1.0% |
| 30D | +23.4% | +7.2% | +16.2% | +25.4% |
| 3M | +12.7% | +29.9% | -17.2% | +20.1% |
| 6M | +39.4% | +35.4% | +4.1% | +57.0% |
| YTD | +79.0% | +46.5% | +32.5% | +99.5% |
| 1Y | +88.8% | +55.5% | +33.3% | +115.1% |
| All | +88.8% | +56.2% | +32.6% | +115.1% |
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