+1,361.6%
AAPL vs JBHT
+176.2%
+1,185.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.2% | +4.2% | -1.0% | +1.8% |
| 30D | +4.1% | -0.4% | +4.5% | +4.1% |
| 3M | +17.5% | -17.3% | +34.8% | +24.3% |
| 6M | +20.6% | -3.5% | +24.1% | +19.5% |
| YTD | +31.0% | +18.0% | +13.0% | +19.5% |
| 1Y | +30.2% | +35.5% | -5.3% | +12.5% |
| 3Y | +92.9% | +34.8% | +58.1% | +60.3% |
| 5Y | +142.4% | +19.7% | +122.7% | +106.3% |
| All | +1,361.6% | +176.2% | +1,185.4% | +766.4% |
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