+883.4%
APH vs JCI
+304.0%
+579.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.7% | +1.4% | +2.5% |
| 7D | -5.9% | -9.4% | +3.5% | -0.1% |
| 30D | -14.8% | -13.4% | -1.4% | -7.1% |
| 3M | -12.4% | -12.4% | 0.0% | -5.1% |
| 6M | +8.1% | -5.1% | +13.2% | +12.0% |
| YTD | +10.9% | +13.7% | -2.8% | +3.3% |
| 1Y | +8.8% | +11.4% | -2.6% | +2.6% |
| 3Y | +262.1% | +175.9% | +86.2% | +105.1% |
| 5Y | +283.1% | +98.4% | +184.7% | +153.3% |
| All | +883.4% | +304.0% | +579.4% | +320.9% |
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