+144.0%
JHX vs AVTR
+1.1%
+142.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.3% |
| 7D | +1.6% | +1.6% | 0.0% | +1.0% |
| 30D | -5.0% | +8.4% | -13.4% | -7.6% |
| 3M | +24.5% | +50.2% | -25.7% | +6.9% |
| 6M | +34.9% | +82.6% | -47.7% | +7.8% |
| YTD | +39.3% | +29.8% | +9.5% | +24.1% |
| 1Y | +48.6% | +16.0% | +32.6% | +34.7% |
| 3Y | -2.0% | -26.4% | +24.4% | +0.8% |
| 5Y | -24.4% | -64.5% | +40.1% | -0.1% |
| All | +144.0% | +1.1% | +142.9% | +90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling