-27.7%
ACHR vs JBHT
+17.1%
-44.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.7% | +15.4% | +15.1% |
| 7D | +5.7% | -1.6% | +7.3% | +6.7% |
| 30D | -4.9% | -2.3% | -2.6% | -3.9% |
| 3M | -15.1% | -18.5% | +3.4% | -5.8% |
| 6M | -30.7% | -11.3% | -19.5% | -28.5% |
| YTD | -41.0% | +12.6% | -53.5% | -48.0% |
| 1Y | -50.0% | +29.8% | -79.8% | -59.8% |
| 3Y | -17.0% | +28.1% | -45.1% | -34.6% |
| All | -27.7% | +17.1% | -44.8% | -41.2% |
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