+857.2%
APO vs JBHT
+192.4%
+664.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.1% |
| 7D | +0.8% | -1.6% | +2.4% | +1.7% |
| 30D | +1.0% | -2.3% | +3.3% | +2.1% |
| 3M | -8.4% | -18.5% | +10.1% | +0.2% |
| 6M | -9.1% | -11.3% | +2.2% | -5.8% |
| YTD | -18.3% | +12.6% | -30.9% | -26.3% |
| 1Y | -8.0% | +29.8% | -37.7% | -23.2% |
| 3Y | +47.1% | +28.1% | +19.0% | +17.6% |
| 5Y | +67.2% | +17.7% | +49.5% | +37.1% |
| All | +857.2% | +192.4% | +664.9% | +319.7% |
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