+440.6%
ASX vs JHX
-27.7%
+468.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | +5.2% | -6.3% | +11.5% | +7.3% |
| 30D | +0.5% | -7.7% | +8.2% | +2.8% |
| 3M | +8.3% | +19.2% | -10.8% | +2.1% |
| 6M | +82.0% | +38.3% | +43.8% | +63.1% |
| YTD | +147.6% | +37.2% | +110.4% | +122.4% |
| 1Y | +258.8% | +42.3% | +216.6% | +215.6% |
| 3Y | +452.1% | -4.4% | +456.5% | +397.1% |
| All | +440.6% | -27.7% | +468.2% | +452.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling