+50.6%
JBHT vs ALK
+2.1%
+48.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.4% |
| 7D | +4.9% | -0.7% | +5.5% | +5.0% |
| 30D | +0.6% | -19.2% | +19.8% | +5.7% |
| 3M | -3.2% | -1.5% | -1.7% | -3.9% |
| 6M | +17.0% | -13.1% | +30.0% | +18.7% |
| YTD | +41.7% | -16.4% | +58.1% | +44.4% |
| 1Y | +90.0% | -33.1% | +123.1% | +104.7% |
| All | +50.6% | +2.1% | +48.5% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling