+48.6%
JHX vs AMBA
-17.3%
+65.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.4% | -11.6% | -3.8% |
| 7D | +1.6% | +2.5% | -0.9% | +1.3% |
| 30D | -5.0% | -16.1% | +11.1% | -3.6% |
| 3M | +24.5% | +4.6% | +19.8% | +22.4% |
| 6M | +34.9% | +29.2% | +5.7% | +26.4% |
| YTD | +39.3% | -2.9% | +42.2% | +33.6% |
| 1Y | +48.6% | -18.7% | +67.3% | +42.3% |
| All | +48.6% | -17.3% | +65.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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