+67.0%
JHX vs BRKR
+55.8%
+11.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.5% | +3.5% | -1.2% |
| 7D | +6.6% | +10.2% | -3.6% | +3.9% |
| 30D | +15.6% | +5.8% | +9.9% | +13.5% |
| 3M | -4.5% | +10.6% | -15.1% | -8.3% |
| 6M | +38.5% | +41.2% | -2.7% | +15.7% |
| YTD | +40.0% | +32.5% | +7.5% | +14.6% |
| 1Y | +67.0% | +53.3% | +13.7% | +25.5% |
| All | +67.0% | +55.8% | +11.1% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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