+1,737.6%
APO vs JHX
+546.1%
+1,191.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -3.5% | -6.3% | +2.8% | -1.5% |
| 30D | -6.6% | -7.7% | +1.2% | -4.2% |
| 3M | -3.3% | +19.2% | -22.4% | -9.0% |
| 6M | +22.6% | +38.3% | -15.7% | +8.7% |
| YTD | -9.8% | +37.2% | -47.0% | -20.2% |
| 1Y | -3.9% | +42.3% | -46.2% | -16.6% |
| 3Y | +52.5% | -4.4% | +56.9% | +38.3% |
| 5Y | +134.0% | -26.4% | +160.4% | +125.5% |
| 10Y | +933.3% | +106.3% | +827.0% | +562.2% |
| All | +1,737.6% | +546.1% | +1,191.5% | +682.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling