+362.6%
APH vs JHX
-27.7%
+390.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.3% |
| 7D | +1.4% | -6.3% | +7.7% | +2.9% |
| 30D | -1.2% | -7.7% | +6.5% | +0.6% |
| 3M | +10.3% | +19.2% | -8.9% | +5.3% |
| 6M | +25.2% | +38.3% | -13.1% | +14.7% |
| YTD | +24.6% | +37.2% | -12.6% | +14.3% |
| 1Y | +41.4% | +42.3% | -0.8% | +27.8% |
| 3Y | +297.8% | -4.4% | +302.2% | +263.2% |
| All | +362.6% | -27.7% | +390.2% | +369.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling