+443.7%
APLD vs JBHT
+65.7%
+378.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +0.5% |
| 7D | +4.1% | +4.9% | -0.8% | +1.9% |
| 30D | -11.7% | +0.6% | -12.3% | -11.9% |
| 3M | -40.3% | -3.2% | -37.1% | -39.9% |
| 6M | -8.0% | +17.0% | -24.9% | -15.8% |
| YTD | +7.5% | +41.7% | -34.1% | -10.6% |
| 1Y | +84.0% | +90.0% | -6.0% | +29.5% |
| 3Y | +356.2% | +47.0% | +309.2% | +274.1% |
| All | +443.7% | +65.7% | +378.0% | +240.5% |
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