+619.5%
APP vs JHX
-3.0%
+622.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.6% |
| 7D | -4.4% | +1.6% | -6.0% | -4.7% |
| 30D | -10.0% | -5.0% | -5.0% | -9.2% |
| 3M | -41.4% | +24.5% | -65.9% | -43.9% |
| 6M | -41.0% | +34.9% | -75.9% | -44.7% |
| YTD | -54.7% | +39.3% | -94.1% | -57.8% |
| 1Y | -45.3% | +48.6% | -93.9% | -49.7% |
| All | +619.5% | -3.0% | +622.5% | +607.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling