-26.3%
APH vs JHX
+56.2%
-82.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.3% | -50.1% | -48.2% |
| 7D | -48.7% | +2.1% | -50.8% | -49.1% |
| 30D | -51.9% | +7.2% | -59.1% | -52.8% |
| 3M | -43.6% | +29.9% | -73.5% | -47.3% |
| 6M | -37.5% | +35.4% | -72.9% | -43.6% |
| YTD | -38.6% | +46.5% | -85.1% | -44.3% |
| 1Y | -26.3% | +55.5% | -81.9% | -33.3% |
| All | -26.3% | +56.2% | -82.6% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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