+48.9%
APH vs JCI
+38.2%
+10.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.8% |
| 7D | +0.2% | +5.1% | -4.9% | -2.8% |
| 30D | -3.3% | -3.8% | +0.5% | -1.0% |
| 3M | +14.0% | +1.9% | +12.2% | +13.0% |
| 6M | +24.4% | +11.2% | +13.2% | +17.8% |
| YTD | +21.4% | +22.9% | -1.5% | +9.9% |
| 1Y | +48.9% | +37.4% | +11.6% | +29.5% |
| All | +48.9% | +38.2% | +10.8% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling