+53.8%
APLD vs JHX
+43.8%
+10.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +1.9% |
| 7D | +0.2% | -6.3% | +6.5% | +4.4% |
| 30D | -15.2% | -7.7% | -7.4% | -10.8% |
| 3M | -36.3% | +19.2% | -55.5% | -43.7% |
| 6M | -7.4% | +38.3% | -45.6% | -27.9% |
| YTD | +7.7% | +37.2% | -29.5% | -13.9% |
| 1Y | +53.8% | +42.3% | +11.5% | +21.7% |
| All | +53.8% | +43.8% | +10.0% | +21.7% |
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