+1,131.0%
ARES vs JBHT
+183.5%
+947.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | +0.8% | +0.5% | +0.3% | +0.6% |
| 30D | +16.7% | -0.1% | +16.8% | +16.6% |
| 3M | -2.6% | -14.0% | +11.4% | +3.3% |
| 6M | +13.0% | -5.1% | +18.0% | +13.6% |
| YTD | -11.7% | +18.0% | -29.8% | -20.6% |
| 1Y | -6.7% | +36.5% | -43.2% | -21.8% |
| 3Y | +40.5% | +34.8% | +5.7% | +13.2% |
| 5Y | +88.2% | +21.4% | +66.8% | +56.8% |
| 10Y | +1,131.0% | +178.0% | +953.0% | +545.4% |
| All | +1,131.0% | +183.5% | +947.5% | +545.4% |
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