+114.8%
AAOI vs JBHT
+176.2%
-61.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +12.7% | +4.2% | +8.5% | +10.2% |
| 30D | -46.0% | -0.4% | -45.6% | -45.8% |
| 3M | -61.7% | -17.3% | -44.4% | -57.8% |
| 6M | -71.9% | -3.5% | -68.4% | -72.1% |
| YTD | +51.6% | +18.0% | +33.6% | +34.7% |
| 1Y | +120.8% | +35.5% | +85.2% | +82.8% |
| 3Y | +464.3% | +34.8% | +429.6% | +367.2% |
| 5Y | +769.2% | +19.7% | +749.5% | +635.5% |
| All | +114.8% | +176.2% | -61.3% | +24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling