-52.0%
APTV vs JBHT
+29.5%
-81.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.2% |
| 7D | -10.2% | -1.6% | -8.6% | -9.7% |
| 30D | -10.8% | -2.3% | -8.5% | -10.2% |
| 3M | -14.8% | -18.5% | +3.6% | -9.7% |
| 6M | -30.6% | -11.3% | -19.3% | -30.2% |
| YTD | -48.2% | +12.6% | -60.7% | -57.0% |
| 1Y | -52.0% | +29.8% | -81.7% | -65.2% |
| All | -52.0% | +29.5% | -81.5% | -65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling