+267.5%
ASX vs JHX
+56.2%
+211.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.6% |
| 7D | -0.7% | +1.5% | -2.3% | -1.2% |
| 30D | +2.0% | +7.2% | -5.2% | -0.2% |
| 3M | -1.3% | +29.9% | -31.3% | -9.2% |
| 6M | +71.4% | +35.4% | +36.1% | +52.3% |
| YTD | +135.3% | +46.5% | +88.9% | +112.5% |
| 1Y | +267.5% | +55.5% | +212.0% | +221.0% |
| All | +267.5% | +56.2% | +211.2% | +221.0% |
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