-26.1%
JHX vs AHR
+356.1%
-382.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | -6.3% | -2.1% | -4.2% | -5.9% |
| 30D | -7.7% | +1.9% | -9.6% | -8.2% |
| 3M | +19.2% | +15.7% | +3.5% | +14.5% |
| 6M | +38.3% | +2.5% | +35.8% | +36.8% |
| YTD | +37.2% | +15.0% | +22.2% | +31.8% |
| 1Y | +42.3% | +28.1% | +14.2% | +31.9% |
| All | -26.1% | +356.1% | -382.2% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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