-76.7%
APTV vs JBHT
+15.0%
-91.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.6% | -2.0% | -3.8% |
| 7D | -8.1% | -1.4% | -6.7% | -7.3% |
| 30D | -8.7% | -3.1% | -5.6% | -7.3% |
| 3M | -13.1% | -19.5% | +6.4% | -4.1% |
| 6M | -25.5% | -9.6% | -15.9% | -23.6% |
| YTD | -46.3% | +13.3% | -59.6% | -52.0% |
| 1Y | -51.1% | +29.7% | -80.8% | -59.5% |
| 3Y | -47.3% | +28.3% | -75.6% | -58.2% |
| 5Y | -76.7% | +18.5% | -95.1% | -81.5% |
| All | -76.7% | +15.0% | -91.6% | -81.5% |
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