+1,333.8%
AAOI vs JBHT
+60.5%
+1,273.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +5.5% |
| 7D | +7.9% | +7.1% | +0.8% | +3.3% |
| 30D | -17.8% | +2.3% | -20.1% | -18.4% |
| 3M | -43.3% | -4.5% | -38.8% | -41.7% |
| 6M | +16.7% | +29.2% | -12.5% | -2.3% |
| YTD | +220.0% | +42.2% | +177.8% | +151.9% |
| 1Y | +372.1% | +93.7% | +278.3% | +198.4% |
| 3Y | +845.3% | +53.2% | +792.1% | +594.0% |
| 5Y | +1,333.8% | +62.4% | +1,271.4% | +958.1% |
| All | +1,333.8% | +60.5% | +1,273.3% | +958.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling