+1,101.7%
ARES vs JBHT
+182.5%
+919.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | 0.0% |
| 7D | +0.5% | +7.0% | -6.6% | -2.5% |
| 30D | +19.7% | +0.5% | +19.2% | +19.3% |
| 3M | -9.0% | -17.4% | +8.4% | -1.6% |
| 6M | +11.5% | -1.7% | +13.3% | +10.4% |
| YTD | -13.8% | +20.7% | -34.6% | -23.3% |
| 1Y | -5.6% | +41.1% | -46.7% | -22.1% |
| 3Y | +36.1% | +38.0% | -1.9% | +8.5% |
| 5Y | +82.7% | +22.5% | +60.2% | +51.7% |
| All | +1,101.7% | +182.5% | +919.2% | +516.9% |
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