+4.3%
JBHT vs AHR
+395.3%
-391.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -1.1% |
| 7D | -1.6% | +8.2% | -9.8% | -2.7% |
| 30D | -2.3% | +17.3% | -19.6% | -4.7% |
| 3M | -18.5% | +6.4% | -24.8% | -19.3% |
| 6M | -11.3% | +16.9% | -28.2% | -13.4% |
| YTD | +12.6% | +24.9% | -12.3% | +8.6% |
| 1Y | +29.8% | +23.3% | +6.4% | +25.2% |
| All | +4.3% | +395.3% | -391.0% | -32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling