+371.8%
AVAV vs JBHT
+207.9%
+163.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.1% | -9.4% | -8.8% |
| 7D | -10.1% | +1.7% | -11.8% | -10.7% |
| 30D | -18.7% | -1.2% | -17.5% | -18.5% |
| 3M | -33.0% | -17.1% | -15.9% | -28.4% |
| 6M | -37.2% | -4.4% | -32.8% | -36.9% |
| YTD | -53.2% | +17.5% | -70.7% | -57.1% |
| 1Y | -69.0% | +32.6% | -101.6% | -73.1% |
| 3Y | -5.5% | +33.0% | -38.5% | -21.4% |
| 5Y | +20.1% | +20.3% | -0.2% | +1.6% |
| 10Y | +371.8% | +209.1% | +162.7% | +124.3% |
| All | +371.8% | +207.9% | +163.9% | +124.3% |
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