+139.9%
BKR vs JBHT
+266.9%
-126.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.6% |
| 7D | -1.5% | +2.9% | -4.4% | -2.7% |
| 30D | -0.7% | +0.6% | -1.3% | -1.2% |
| 3M | +0.5% | -6.6% | +7.1% | +2.4% |
| 6M | +6.6% | +23.6% | -17.0% | -4.0% |
| YTD | +41.3% | +38.6% | +2.7% | +20.6% |
| 1Y | +42.2% | +91.5% | -49.3% | +3.4% |
| 3Y | +83.4% | +49.3% | +34.1% | +44.4% |
| 5Y | +203.6% | +62.3% | +141.3% | +117.0% |
| 10Y | +139.9% | +276.9% | -137.0% | +14.0% |
| All | +139.9% | +266.9% | -126.9% | +14.0% |
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