-4.4%
APO vs JHX
+44.7%
-49.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +8.3% | -0.2% | +6.2% |
| 7D | +8.2% | +13.3% | -5.1% | +5.4% |
| 30D | +6.4% | +17.1% | -10.7% | +2.9% |
| 3M | -7.4% | +4.1% | -11.5% | -8.3% |
| 6M | -4.2% | +48.5% | -52.7% | -11.1% |
| YTD | -14.1% | +42.3% | -56.4% | -20.3% |
| 1Y | -4.4% | +47.4% | -51.8% | -11.9% |
| All | -4.4% | +44.7% | -49.1% | -11.9% |
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 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