-25.1%
APTV vs JBHT
+192.0%
-217.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | -0.5% |
| 7D | -9.8% | +0.4% | -10.2% | -9.9% |
| 30D | -8.9% | -2.0% | -6.9% | -8.0% |
| 3M | -19.5% | -16.3% | -3.2% | -12.5% |
| 6M | -31.1% | -8.2% | -22.9% | -29.6% |
| YTD | -47.5% | +16.3% | -63.9% | -53.7% |
| 1Y | -52.3% | +32.2% | -84.5% | -61.0% |
| 3Y | -45.2% | +34.4% | -79.6% | -57.6% |
| 5Y | -76.9% | +20.3% | -97.2% | -81.2% |
| 10Y | -25.1% | +185.2% | -210.3% | -67.2% |
| All | -25.1% | +192.0% | -217.1% | -67.2% |
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