+47.4%
JHX vs AVTR
+37.4%
+10.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +8.2% |
| 7D | +13.3% | -6.2% | +19.5% | +15.1% |
| 30D | +17.1% | -1.0% | +18.2% | +17.3% |
| 3M | +4.1% | +14.4% | -10.3% | -0.2% |
| 6M | +48.5% | +95.9% | -47.4% | +18.7% |
| YTD | +42.3% | +36.6% | +5.7% | +19.0% |
| 1Y | +47.4% | +35.1% | +12.2% | +23.6% |
| All | +47.4% | +37.4% | +10.0% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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