-24.4%
JHX vs AVAV
+33.5%
-57.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.4% | +2.2% | -2.3% |
| 7D | +1.6% | -3.2% | +4.7% | +2.1% |
| 30D | -5.0% | -25.6% | +20.6% | -0.5% |
| 3M | +24.5% | -20.2% | +44.7% | +27.9% |
| 6M | +34.9% | -38.1% | +73.0% | +43.1% |
| YTD | +39.3% | -41.8% | +81.1% | +46.8% |
| 1Y | +48.6% | -39.0% | +87.6% | +54.0% |
| 3Y | -2.0% | +24.1% | -26.1% | -15.3% |
| 5Y | -24.4% | +53.0% | -77.4% | -39.3% |
| All | -24.4% | +33.5% | -57.9% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling