+47.4%
JHX vs JAAA
+4.8%
+42.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | +13.3% | +0.2% | +13.1% | +11.7% |
| 30D | +17.1% | +0.4% | +16.7% | +12.7% |
| 3M | +4.1% | +1.2% | +2.9% | -6.4% |
| 6M | +48.5% | +2.3% | +46.1% | +21.0% |
| YTD | +42.3% | +3.9% | +38.4% | +9.9% |
| 1Y | +47.4% | +4.8% | +42.6% | +15.1% |
| All | +47.4% | +4.8% | +42.6% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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