+1,216.8%
ARES vs JBHT
+192.4%
+1,024.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +4.5% | -1.6% | +6.1% | +5.3% |
| 30D | +15.7% | -2.3% | +18.0% | +16.8% |
| 3M | -2.0% | -18.5% | +16.5% | +6.5% |
| 6M | +10.4% | -11.3% | +21.7% | +14.5% |
| YTD | -14.2% | +12.6% | -26.8% | -21.3% |
| 1Y | -7.8% | +29.8% | -37.5% | -21.0% |
| 3Y | +41.4% | +28.1% | +13.3% | +16.4% |
| 5Y | +83.7% | +17.7% | +66.0% | +54.8% |
| All | +1,216.8% | +192.4% | +1,024.5% | +547.2% |
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 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