-61.2%
ACHR vs JBHT
+65.5%
-126.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.6% | -2.5% | -4.3% |
| 7D | -11.6% | -1.4% | -10.3% | -11.0% |
| 30D | -16.8% | -3.1% | -13.7% | -15.6% |
| 3M | -25.6% | -19.5% | -6.0% | -17.7% |
| 6M | -33.7% | -9.6% | -24.2% | -32.3% |
| YTD | -48.5% | +13.3% | -61.8% | -53.9% |
| 1Y | -59.6% | +29.7% | -89.2% | -66.4% |
| 3Y | -29.3% | +28.3% | -57.6% | -42.1% |
| 5Y | -38.5% | +18.5% | -56.9% | -49.2% |
| All | -61.2% | +65.5% | -126.7% | -69.1% |
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 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