+1,055.9%
APH vs JCI
+312.8%
+743.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | -0.2% |
| 7D | +5.0% | +3.8% | +1.1% | +2.8% |
| 30D | -3.9% | -5.7% | +1.8% | -0.6% |
| 3M | +13.0% | -1.4% | +14.4% | +14.1% |
| 6M | +25.2% | +4.1% | +21.0% | +22.2% |
| YTD | +22.9% | +21.7% | +1.2% | +9.6% |
| 1Y | +47.8% | +36.1% | +11.7% | +23.6% |
| 3Y | +283.0% | +154.4% | +128.6% | +125.2% |
| 5Y | +349.7% | +112.0% | +237.6% | +184.9% |
| All | +1,055.9% | +312.8% | +743.1% | +371.8% |
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