-45.1%
APTV vs JBHT
+28.2%
-73.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.6% | -2.0% | -4.2% |
| 7D | -8.1% | -1.4% | -6.7% | -7.5% |
| 30D | -8.7% | -3.1% | -5.6% | -7.6% |
| 3M | -13.1% | -19.5% | +6.4% | -6.0% |
| 6M | -25.5% | -9.6% | -15.9% | -24.0% |
| YTD | -46.3% | +13.3% | -59.6% | -51.0% |
| 1Y | -51.1% | +29.7% | -80.8% | -58.1% |
| All | -45.1% | +28.2% | -73.4% | -57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling