+1,513.9%
AXTI vs JBHT
+276.8%
+1,237.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.4% | +12.5% | +12.7% |
| 7D | +24.0% | +7.1% | +16.8% | +19.9% |
| 30D | -21.5% | +2.3% | -23.8% | -21.7% |
| 3M | -23.4% | -4.5% | -18.9% | -22.1% |
| 6M | +114.9% | +29.2% | +85.7% | +84.5% |
| YTD | +325.4% | +42.2% | +283.3% | +247.4% |
| 1Y | +2,136.7% | +93.7% | +2,042.9% | +1,448.9% |
| 3Y | +2,835.0% | +53.2% | +2,781.8% | +2,169.7% |
| 5Y | +652.8% | +62.4% | +590.4% | +462.9% |
| 10Y | +1,513.9% | +274.7% | +1,239.2% | +772.4% |
| All | +1,513.9% | +276.8% | +1,237.1% | +772.4% |
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 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