+66.6%
JHX vs AS
+2.8%
+63.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -0.9% |
| 7D | -3.7% | -3.0% | -0.7% | -2.1% |
| 30D | +14.8% | +9.6% | +5.3% | +10.1% |
| 3M | -8.5% | -8.2% | -0.3% | -5.2% |
| 6M | +39.2% | -9.9% | +49.1% | +44.6% |
| YTD | +37.0% | -16.8% | +53.8% | +42.0% |
| 1Y | +66.6% | +3.0% | +63.7% | +65.4% |
| All | +66.6% | +2.8% | +63.9% | +65.4% |
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