+845.7%
APO vs JBHT
+186.6%
+659.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | 0.0% |
| 7D | +8.1% | +0.9% | +7.2% | +7.7% |
| 30D | +3.4% | -1.1% | +4.5% | +3.9% |
| 3M | -6.6% | -14.8% | +8.2% | -0.1% |
| 6M | -7.1% | -7.4% | +0.4% | -5.7% |
| YTD | -14.1% | +17.3% | -31.5% | -24.1% |
| 1Y | -4.7% | +35.3% | -40.0% | -22.1% |
| 3Y | +51.3% | +33.9% | +17.4% | +18.4% |
| 5Y | +82.7% | +22.5% | +60.2% | +47.0% |
| 10Y | +845.7% | +181.3% | +664.4% | +344.2% |
| All | +845.7% | +186.6% | +659.1% | +344.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling