+47.4%
JHX vs ALHC
-51.4%
+98.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +10.1% | -1.9% | +7.1% |
| 7D | +13.3% | -0.5% | +13.8% | +13.2% |
| 30D | +17.1% | -4.2% | +21.4% | +17.3% |
| 3M | +4.1% | -39.8% | +43.9% | +9.7% |
| 6M | +48.5% | -57.7% | +106.2% | +60.7% |
| YTD | +42.3% | -58.8% | +101.0% | +52.0% |
| 1Y | +47.4% | -52.4% | +99.7% | +47.1% |
| All | +47.4% | -51.4% | +98.8% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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