+7,621.2%
ASX vs JHX
+2,357.9%
+5,263.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.6% |
| 7D | +6.3% | +4.5% | +1.8% | +4.9% |
| 30D | +6.4% | -1.2% | +7.6% | +6.7% |
| 3M | +13.1% | +32.8% | -19.6% | +4.1% |
| 6M | +90.3% | +41.2% | +49.1% | +71.4% |
| YTD | +149.6% | +43.9% | +105.7% | +123.6% |
| 1Y | +249.2% | +48.0% | +201.1% | +207.4% |
| 3Y | +445.9% | +1.2% | +444.7% | +400.8% |
| 5Y | +477.7% | -22.6% | +500.3% | +459.9% |
| 10Y | +913.4% | +111.5% | +801.9% | +615.4% |
| All | +7,621.2% | +2,357.9% | +5,263.3% | +3,604.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling