+189.7%
JBHT vs AMBA
-6.6%
+196.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.4% | +5.9% | -2.1% |
| 7D | -1.4% | -14.6% | +13.2% | +1.1% |
| 30D | -3.1% | -18.8% | +15.7% | -0.1% |
| 3M | -19.5% | -32.6% | +13.0% | -14.9% |
| 6M | -9.6% | -25.8% | +16.2% | -8.3% |
| YTD | +13.3% | -22.1% | +35.4% | +12.9% |
| 1Y | +29.7% | -36.2% | +65.9% | +32.8% |
| 3Y | +28.3% | +10.0% | +18.3% | +14.1% |
| 5Y | +18.5% | -71.6% | +90.0% | +22.0% |
| All | +189.7% | -6.6% | +196.2% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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