+845.3%
AAOI vs JBHT
+51.9%
+793.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +5.4% |
| 7D | +7.9% | +7.1% | +0.8% | +2.3% |
| 30D | -17.8% | +2.3% | -20.1% | -18.6% |
| 3M | -43.3% | -4.5% | -38.8% | -41.4% |
| 6M | +16.7% | +29.2% | -12.5% | -7.3% |
| YTD | +220.0% | +42.2% | +177.8% | +134.6% |
| 1Y | +372.1% | +93.7% | +278.3% | +159.6% |
| 3Y | +845.3% | +53.2% | +792.1% | +623.3% |
| All | +845.3% | +51.9% | +793.5% | +623.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling