+405.8%
AAOI vs JBHT
+277.7%
+128.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +2.9% | +0.6% | +2.3% | +2.6% |
| 30D | -23.1% | +0.9% | -24.0% | -23.0% |
| 3M | -41.0% | -4.4% | -36.6% | -39.5% |
| 6M | -14.3% | +24.5% | -38.8% | -25.1% |
| YTD | +196.3% | +38.6% | +157.7% | +143.8% |
| 1Y | +272.6% | +97.2% | +175.4% | +146.3% |
| 3Y | +775.3% | +49.3% | +726.0% | +582.0% |
| 5Y | +1,290.2% | +61.4% | +1,228.8% | +921.9% |
| All | +405.8% | +277.7% | +128.1% | +128.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling