-4.7%
AVAV vs JBHT
+33.0%
-37.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.1% | -9.4% | -8.6% |
| 7D | -10.1% | +1.7% | -11.8% | -10.5% |
| 30D | -18.7% | -1.2% | -17.5% | -18.6% |
| 3M | -33.0% | -17.1% | -15.9% | -30.3% |
| 6M | -37.2% | -4.4% | -32.8% | -36.8% |
| YTD | -53.2% | +17.5% | -70.7% | -55.1% |
| 1Y | -69.0% | +32.6% | -101.6% | -71.0% |
| All | -4.7% | +33.0% | -37.6% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling