+42.5%
JHX vs BAM
-12.8%
+55.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -1.9% |
| 7D | -4.9% | -6.1% | +1.2% | -1.4% |
| 30D | -9.3% | -13.8% | +4.5% | -1.4% |
| 3M | +28.1% | +4.4% | +23.7% | +24.9% |
| 6M | +35.2% | +6.4% | +28.8% | +30.6% |
| YTD | +35.9% | -7.1% | +42.9% | +38.3% |
| 1Y | +42.5% | -11.8% | +54.3% | +48.3% |
| All | +42.5% | -12.8% | +55.3% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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