-35.9%
APP vs JHX
+56.2%
-92.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.3% | +1.6% |
| 7D | +0.9% | +1.5% | -0.7% | +0.5% |
| 30D | -23.3% | +7.2% | -30.4% | -24.6% |
| 3M | -42.6% | +29.9% | -72.6% | -45.9% |
| 6M | -33.6% | +35.4% | -69.0% | -38.6% |
| YTD | -52.4% | +46.5% | -98.9% | -56.1% |
| 1Y | -35.9% | +55.5% | -91.4% | -40.2% |
| All | -35.9% | +56.2% | -92.1% | -40.2% |
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