+887.9%
APP vs JHX
-4.9%
+892.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.7% |
| 7D | +4.6% | -0.2% | +4.7% | +4.6% |
| 30D | +56.0% | +13.1% | +42.9% | +51.6% |
| 3M | +30.8% | -10.0% | +40.8% | +33.1% |
| 6M | -9.8% | +38.9% | -48.7% | -15.9% |
| YTD | -39.3% | +34.0% | -73.3% | -43.3% |
| 1Y | -26.4% | +66.0% | -92.4% | -34.2% |
| 3Y | +887.9% | -6.2% | +894.2% | +832.2% |
| All | +887.9% | -4.9% | +892.9% | +832.2% |
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 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