+55.5%
JHX vs AU
+100.5%
-44.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.9% | +3.2% |
| 7D | +1.5% | -3.6% | +5.2% | +2.6% |
| 30D | +7.2% | +23.9% | -16.7% | +0.5% |
| 3M | +29.9% | +19.1% | +10.8% | +22.6% |
| 6M | +35.4% | -0.2% | +35.5% | +30.5% |
| YTD | +46.5% | +32.5% | +14.0% | +39.0% |
| 1Y | +55.5% | +96.9% | -41.4% | +25.2% |
| All | +55.5% | +100.5% | -44.9% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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