+1,941.1%
RTX vs JHX
+2,220.4%
-279.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.8% |
| 7D | -2.0% | -4.9% | +2.9% | -1.0% |
| 30D | -11.2% | -9.3% | -1.9% | -9.5% |
| 3M | +12.0% | +28.1% | -16.0% | +5.7% |
| 6M | -3.6% | +35.2% | -38.8% | -10.7% |
| YTD | +9.2% | +35.9% | -26.7% | +0.7% |
| 1Y | +29.7% | +42.5% | -12.8% | +17.8% |
| 3Y | +152.0% | -4.5% | +156.4% | +132.8% |
| 5Y | +165.8% | -27.1% | +192.9% | +155.0% |
| 10Y | +285.0% | +104.2% | +180.8% | +178.6% |
| All | +1,941.1% | +2,220.4% | -279.3% | +848.1% |
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 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