+26.2%
KLAC vs JHX
+44.7%
-18.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.3% | -12.4% | -7.5% |
| 7D | -5.7% | +13.3% | -18.9% | -10.9% |
| 30D | -27.6% | +17.1% | -44.7% | -32.8% |
| 3M | -23.3% | +4.1% | -27.4% | -25.0% |
| 6M | -12.4% | +48.5% | -60.9% | -28.3% |
| YTD | +23.7% | +42.3% | -18.5% | +5.3% |
| 1Y | +26.2% | +47.4% | -21.2% | +7.1% |
| All | +26.2% | +44.7% | -18.5% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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