+743.4%
AXTI vs JHX
-27.7%
+771.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +5.1% | -6.3% | +11.4% | +6.7% |
| 30D | -17.5% | -7.7% | -9.7% | -15.9% |
| 3M | -26.7% | +19.2% | -45.9% | -29.8% |
| 6M | +36.8% | +38.3% | -1.5% | +24.5% |
| YTD | +296.1% | +37.2% | +258.9% | +260.7% |
| 1Y | +1,810.6% | +42.3% | +1,768.3% | +1,611.0% |
| 3Y | +2,587.6% | -4.4% | +2,592.0% | +2,418.0% |
| All | +743.4% | -27.7% | +771.0% | +885.4% |
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