+36.8%
AVTR vs JBHT
+36.3%
+0.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +0.5% | +0.5% | 0.0% | +0.4% |
| 30D | +1.5% | -0.1% | +1.6% | +1.5% |
| 3M | +14.2% | -14.0% | +28.3% | +17.5% |
| 6M | +97.4% | -5.1% | +102.4% | +93.6% |
| YTD | +37.3% | +18.0% | +19.2% | +15.6% |
| 1Y | +36.8% | +36.5% | +0.3% | -0.4% |
| All | +36.8% | +36.3% | +0.4% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling