+90.0%
JBHT vs AHR
+33.1%
+56.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +2.9% |
| 7D | +4.9% | -1.5% | +6.3% | +4.9% |
| 30D | +0.6% | -1.4% | +2.0% | +0.6% |
| 3M | -3.2% | +18.6% | -21.8% | -2.6% |
| 6M | +17.0% | +6.6% | +10.4% | +16.2% |
| YTD | +41.7% | +17.5% | +24.2% | +45.2% |
| 1Y | +90.0% | +30.9% | +59.1% | +114.3% |
| All | +90.0% | +33.1% | +56.9% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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