+1,199.1%
AAPL vs JBHT
+272.5%
+926.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.5% |
| 7D | +0.1% | +4.9% | -4.8% | -1.7% |
| 30D | +3.0% | +0.6% | +2.4% | +2.4% |
| 3M | +2.9% | -3.2% | +6.1% | +3.3% |
| 6M | +22.1% | +17.0% | +5.2% | +13.6% |
| YTD | +18.0% | +41.7% | -23.6% | +1.8% |
| 1Y | +33.9% | +90.0% | -56.0% | +1.7% |
| 3Y | +71.2% | +47.0% | +24.2% | +39.7% |
| 5Y | +112.6% | +58.3% | +54.3% | +64.1% |
| All | +1,199.1% | +272.5% | +926.6% | +582.1% |
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 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