+951.3%
APH vs JCI
+303.0%
+648.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.8% | +3.4% | +5.4% |
| 7D | +1.1% | -3.4% | +4.5% | +3.6% |
| 30D | -7.5% | -10.1% | +2.6% | -1.2% |
| 3M | -4.4% | -6.8% | +2.3% | 0.0% |
| 6M | +26.5% | +2.0% | +24.5% | +25.8% |
| YTD | +20.0% | +19.2% | +0.9% | +8.8% |
| 1Y | +16.9% | +16.7% | +0.1% | +7.3% |
| 3Y | +288.5% | +194.3% | +94.2% | +111.7% |
| 5Y | +310.3% | +103.0% | +207.2% | +167.1% |
| 10Y | +951.3% | +301.7% | +649.5% | +331.4% |
| All | +951.3% | +303.0% | +648.3% | +331.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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