+1.2%
JHX vs AMC
-67.8%
+69.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.5% |
| 7D | +4.5% | -0.8% | +5.3% | +4.5% |
| 30D | -1.2% | -1.2% | -0.1% | -1.2% |
| 3M | +32.8% | +42.2% | -9.5% | +28.7% |
| 6M | +41.2% | +118.8% | -77.6% | +32.9% |
| YTD | +43.9% | +64.1% | -20.2% | +37.1% |
| 1Y | +48.0% | -9.5% | +57.6% | +44.4% |
| 3Y | +1.2% | -64.3% | +65.5% | +3.6% |
| All | +1.2% | -67.8% | +69.0% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 3y: compounded portfolio wealth divided by compounded AMC 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…
3y analysis · Full analysis span regression · 6 months rolling