+270.9%
APH vs JCI
+186.2%
+84.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -0.2% |
| 7D | +4.9% | +3.2% | +1.7% | +2.7% |
| 30D | -5.4% | -8.6% | +3.2% | +0.6% |
| 3M | -5.5% | -7.7% | +2.3% | +0.1% |
| 6M | +25.9% | -2.6% | +28.5% | +29.0% |
| YTD | +16.4% | +17.4% | -1.0% | +5.9% |
| 1Y | +16.5% | +16.9% | -0.4% | +6.4% |
| 3Y | +270.9% | +186.7% | +84.1% | +129.2% |
| All | +270.9% | +186.2% | +84.7% | +129.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling