+133.0%
AAPL vs JBHT
+17.1%
+115.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.3% |
| 7D | -0.7% | -1.6% | +0.9% | -0.2% |
| 30D | +1.7% | -2.3% | +4.0% | +2.3% |
| 3M | +9.7% | -18.5% | +28.1% | +15.4% |
| 6M | +19.3% | -11.3% | +30.6% | +21.2% |
| YTD | +26.3% | +12.6% | +13.7% | +17.5% |
| 1Y | +27.4% | +29.8% | -2.4% | +12.5% |
| 3Y | +93.6% | +28.1% | +65.5% | +64.6% |
| All | +133.0% | +17.1% | +115.9% | +95.4% |
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 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