+573.4%
KR vs JHX
+2,243.5%
-1,670.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.6% |
| 7D | -0.2% | -6.3% | +6.1% | +0.3% |
| 30D | +5.1% | -7.7% | +12.8% | +5.6% |
| 3M | -8.2% | +19.2% | -27.3% | -9.4% |
| 6M | -18.0% | +38.3% | -56.3% | -20.3% |
| YTD | -4.8% | +37.2% | -42.0% | -7.5% |
| 1Y | -11.0% | +42.3% | -53.3% | -13.9% |
| 3Y | +37.7% | -4.4% | +42.1% | +34.0% |
| 5Y | +52.8% | -26.4% | +79.2% | +50.4% |
| 10Y | +128.8% | +106.3% | +22.5% | +98.1% |
| All | +573.4% | +2,243.5% | -1,670.1% | +324.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling