+1,276.0%
AAPL vs JBHT
+191.4%
+1,084.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +1.4% |
| 7D | +3.7% | +0.2% | +3.4% | +3.6% |
| 30D | +4.2% | -2.2% | +6.3% | +4.8% |
| 3M | +12.0% | -16.5% | +28.5% | +18.0% |
| 6M | +19.8% | -8.4% | +28.2% | +21.0% |
| YTD | +29.3% | +16.1% | +13.3% | +18.7% |
| 1Y | +31.1% | +31.9% | -0.8% | +14.4% |
| 3Y | +94.9% | +34.1% | +60.7% | +62.3% |
| 5Y | +138.1% | +20.1% | +118.0% | +102.3% |
| 10Y | +1,276.0% | +184.7% | +1,091.3% | +768.6% |
| All | +1,276.0% | +191.4% | +1,084.5% | +768.6% |
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