+132,206.3%
APH vs JBHT
+8,160.9%
+124,045.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.1% |
| 7D | +5.0% | +4.9% | +0.1% | +3.5% |
| 30D | -3.9% | +0.6% | -4.5% | -4.1% |
| 3M | +13.0% | -3.2% | +16.2% | +13.6% |
| 6M | +25.2% | +17.0% | +8.2% | +19.2% |
| YTD | +22.9% | +41.7% | -18.7% | +10.7% |
| 1Y | +47.8% | +90.0% | -42.1% | +21.4% |
| 3Y | +283.0% | +47.0% | +236.0% | +232.6% |
| 5Y | +349.7% | +58.3% | +291.3% | +278.9% |
| 10Y | +1,061.2% | +273.9% | +787.3% | +669.6% |
| All | +132,206.3% | +8,160.9% | +124,045.3% | +43,298.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling