+0.8%
AAL vs JBHT
+39.4%
-38.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.3% | -2.1% |
| 7D | -0.1% | +7.0% | -7.1% | -3.2% |
| 30D | +11.7% | +0.5% | +11.2% | +11.4% |
| 3M | -12.5% | -17.4% | +4.8% | -5.3% |
| 6M | +3.6% | -1.7% | +5.3% | -0.7% |
| YTD | -14.1% | +20.7% | -34.8% | -30.3% |
| 1Y | +0.8% | +41.1% | -40.3% | -26.0% |
| All | +0.8% | +39.4% | -38.6% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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