+132,150.5%
AAPL vs JBHT
+9,288.5%
+122,862.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.0% | -0.6% |
| 7D | -1.4% | -1.4% | 0.0% | -1.0% |
| 30D | +3.2% | -3.1% | +6.2% | +3.9% |
| 3M | +10.8% | -19.5% | +30.3% | +16.4% |
| 6M | +21.3% | -9.6% | +30.9% | +23.0% |
| YTD | +26.9% | +13.3% | +13.6% | +20.7% |
| 1Y | +27.9% | +29.7% | -1.8% | +17.2% |
| 3Y | +97.5% | +28.3% | +69.2% | +77.5% |
| 5Y | +132.9% | +18.5% | +114.4% | +111.6% |
| 10Y | +1,275.7% | +198.1% | +1,077.6% | +866.8% |
| All | +132,150.5% | +9,288.5% | +122,862.1% | +36,494.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling