+66.0%
JHX vs AFRM
-16.7%
+82.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -0.2% | -4.4% | +4.2% | +0.9% |
| 30D | +13.1% | -7.7% | +20.8% | +15.4% |
| 3M | -10.0% | -16.9% | +6.9% | -6.4% |
| 6M | +38.9% | +2.5% | +36.4% | +38.9% |
| YTD | +34.0% | -12.5% | +46.5% | +29.8% |
| 1Y | +66.0% | -11.0% | +77.0% | +62.7% |
| All | +66.0% | -16.7% | +82.7% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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