+333.0%
APP vs JBHT
+58.3%
+274.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +0.9% |
| 7D | +0.9% | +4.9% | -4.0% | -1.5% |
| 30D | -23.3% | +0.6% | -23.9% | -23.5% |
| 3M | -42.6% | -3.2% | -39.4% | -42.1% |
| 6M | -33.6% | +17.0% | -50.6% | -39.6% |
| YTD | -52.4% | +41.7% | -94.1% | -60.8% |
| 1Y | -35.9% | +90.0% | -125.9% | -55.7% |
| 3Y | +642.2% | +47.0% | +595.2% | +470.9% |
| All | +333.0% | +58.3% | +274.7% | +208.6% |
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