+265.9%
AXTI vs JBHT
+3,677.1%
-3,411.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.7% | +6.5% | +6.1% |
| 7D | -29.4% | -1.6% | -27.8% | -28.8% |
| 30D | -51.3% | -2.3% | -49.0% | -50.9% |
| 3M | -48.3% | -18.5% | -29.8% | -44.6% |
| 6M | -62.9% | -11.3% | -51.6% | -62.2% |
| YTD | +137.8% | +12.6% | +125.2% | +122.0% |
| 1Y | +338.3% | +29.8% | +308.6% | +288.5% |
| 3Y | +1,590.4% | +28.1% | +1,562.3% | +1,397.2% |
| 5Y | +321.7% | +17.7% | +304.0% | +283.0% |
| 10Y | +655.0% | +196.1% | +458.8% | +385.3% |
| All | +265.9% | +3,677.1% | -3,411.2% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling