+48.6%
JHX vs AS
-24.2%
+72.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -1.7% |
| 7D | +1.6% | -2.8% | +4.3% | +2.9% |
| 30D | -5.0% | -23.2% | +18.2% | +6.6% |
| 3M | +24.5% | -20.1% | +44.5% | +36.8% |
| 6M | +34.9% | -18.5% | +53.4% | +46.3% |
| YTD | +39.3% | -25.6% | +65.0% | +53.1% |
| 1Y | +48.6% | -24.4% | +72.9% | +54.5% |
| All | +48.6% | -24.2% | +72.8% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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