+428.6%
AAOI vs JBHT
+277.7%
+150.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -1.8% |
| 7D | +4.7% | +2.9% | +1.7% | +3.0% |
| 30D | -18.7% | +0.6% | -19.4% | -18.5% |
| 3M | -33.7% | -6.6% | -27.1% | -31.2% |
| 6M | -2.4% | +23.6% | -26.0% | -14.4% |
| YTD | +209.6% | +38.6% | +171.0% | +154.7% |
| 1Y | +355.0% | +91.5% | +263.5% | +205.2% |
| 3Y | +814.7% | +49.3% | +765.4% | +612.6% |
| 5Y | +1,298.1% | +62.3% | +1,235.7% | +924.7% |
| All | +428.6% | +277.7% | +150.9% | +138.3% |
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