+2,243.5%
JHX vs BRKR
+178.9%
+2,064.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -6.3% | -8.7% | +2.3% | -4.6% |
| 30D | -7.7% | -9.9% | +2.1% | -5.9% |
| 3M | +19.2% | -3.1% | +22.3% | +18.7% |
| 6M | +38.3% | +45.5% | -7.2% | +26.8% |
| YTD | +37.2% | +13.7% | +23.5% | +31.5% |
| 1Y | +42.3% | +67.4% | -25.2% | +25.9% |
| 3Y | -4.4% | -13.2% | +8.8% | -6.5% |
| 5Y | -26.4% | -39.5% | +13.1% | -24.0% |
| 10Y | +106.3% | +153.5% | -47.2% | +66.4% |
| All | +2,243.5% | +178.9% | +2,064.6% | +1,617.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling