+88.3%
ARES vs JBHT
+21.8%
+66.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | +8.1% | +0.9% | +7.2% | +7.8% |
| 30D | +18.9% | -1.1% | +20.0% | +19.4% |
| 3M | +2.3% | -14.8% | +17.1% | +8.5% |
| 6M | +12.7% | -7.4% | +20.2% | +14.4% |
| YTD | -10.8% | +17.3% | -28.1% | -19.3% |
| 1Y | -5.3% | +35.3% | -40.6% | -19.8% |
| 3Y | +42.0% | +33.9% | +8.1% | +15.4% |
| 5Y | +88.3% | +22.5% | +65.8% | +51.5% |
| All | +88.3% | +21.8% | +66.5% | +51.5% |
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