+42.5%
JHX vs RY
+44.8%
-2.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.1% |
| 7D | -4.9% | -2.9% | -2.0% | -1.8% |
| 30D | -9.3% | -2.0% | -7.3% | -7.4% |
| 3M | +28.1% | +4.9% | +23.2% | +19.2% |
| 6M | +35.2% | +26.1% | +9.1% | -0.1% |
| YTD | +35.9% | +22.4% | +13.5% | +1.9% |
| 1Y | +42.5% | +44.7% | -2.2% | -12.0% |
| All | +42.5% | +44.8% | -2.3% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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