+285.6%
APH vs JCI
+155.6%
+130.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | -0.3% |
| 7D | +5.0% | +3.8% | +1.1% | +2.5% |
| 30D | -3.9% | -5.7% | +1.8% | -0.3% |
| 3M | +13.0% | -1.4% | +14.4% | +14.2% |
| 6M | +25.2% | +4.1% | +21.0% | +21.9% |
| YTD | +22.9% | +21.7% | +1.2% | +8.7% |
| 1Y | +47.8% | +36.1% | +11.7% | +21.9% |
| All | +285.6% | +155.6% | +130.0% | +124.9% |
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 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