+109.5%
AXON vs JBHT
+15.0%
+94.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.6% | -6.3% | -8.9% |
| 7D | -12.7% | -1.4% | -11.3% | -12.3% |
| 30D | -8.6% | -3.1% | -5.5% | -7.8% |
| 3M | -37.2% | -19.5% | -17.7% | -33.9% |
| 6M | +0.5% | -9.6% | +10.1% | +2.0% |
| YTD | -32.6% | +13.3% | -46.0% | -36.6% |
| 1Y | -40.2% | +29.7% | -69.9% | -46.0% |
| 3Y | +76.1% | +28.3% | +47.8% | +55.3% |
| 5Y | +109.5% | +18.5% | +91.0% | +82.1% |
| All | +109.5% | +15.0% | +94.5% | +82.1% |
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