-43.3%
APP vs JHX
+43.8%
-87.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.0% | +2.8% |
| 7D | +1.1% | -6.3% | +7.4% | +2.7% |
| 30D | +6.6% | -7.7% | +14.4% | +8.7% |
| 3M | -32.3% | +19.2% | -51.5% | -35.0% |
| 6M | -29.8% | +38.3% | -68.1% | -35.6% |
| YTD | -51.9% | +37.2% | -89.1% | -55.2% |
| 1Y | -43.3% | +42.3% | -85.6% | -47.9% |
| All | -43.3% | +43.8% | -87.1% | -47.9% |
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