+41.1%
JBHT vs AMP
+12.5%
+28.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.1% | +1.9% |
| 7D | +7.0% | +3.9% | +3.1% | +5.7% |
| 30D | +0.5% | +5.1% | -4.6% | -1.1% |
| 3M | -17.4% | -8.7% | -8.7% | -15.3% |
| 6M | -1.7% | +11.4% | -13.1% | -4.2% |
| YTD | +20.7% | +7.3% | +13.4% | +16.7% |
| 1Y | +41.1% | +14.6% | +26.5% | +30.4% |
| All | +41.1% | +12.5% | +28.6% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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