+106.6%
ARES vs JBHT
+58.3%
+48.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -2.1% |
| 7D | -1.7% | +4.9% | -6.6% | -3.6% |
| 30D | +0.3% | +0.6% | -0.3% | -0.1% |
| 3M | +8.5% | -3.2% | +11.7% | +9.2% |
| 6M | +23.5% | +17.0% | +6.5% | +14.0% |
| YTD | -11.2% | +41.7% | -52.9% | -25.0% |
| 1Y | -19.3% | +90.0% | -109.3% | -41.4% |
| 3Y | +48.7% | +47.0% | +1.7% | +19.2% |
| All | +106.6% | +58.3% | +48.4% | +58.0% |
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