+1.2%
JHX vs AVAV
+31.0%
-29.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.6% | -2.2% |
| 7D | +4.5% | +3.2% | +1.3% | +4.0% |
| 30D | -1.2% | -20.3% | +19.1% | +2.0% |
| 3M | +32.8% | -19.4% | +52.2% | +36.0% |
| 6M | +41.2% | -35.3% | +76.4% | +47.8% |
| YTD | +43.9% | -38.5% | +82.4% | +49.6% |
| 1Y | +48.0% | -37.2% | +85.2% | +52.5% |
| 3Y | +1.2% | +31.1% | -29.9% | -14.5% |
| All | +1.2% | +31.0% | -29.8% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling