-37.5%
APH vs JCI
+3.1%
-40.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -49.2% |
| 7D | -48.7% | +1.9% | -50.6% | -49.0% |
| 30D | -51.9% | -5.7% | -46.3% | -49.4% |
| 3M | -43.6% | -1.4% | -42.2% | -42.6% |
| 6M | -37.5% | +4.1% | -41.7% | -38.8% |
| All | -37.5% | +3.1% | -40.7% | -38.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling