+187.8%
JBHT vs ARMK
+123.7%
+64.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.5% | -5.1% | -1.8% |
| 7D | -1.6% | -2.6% | +1.0% | -1.0% |
| 30D | -2.3% | -5.2% | +2.9% | -1.1% |
| 3M | -18.5% | -6.5% | -11.9% | -17.3% |
| 6M | -11.3% | +15.3% | -26.5% | -14.7% |
| YTD | +12.6% | +43.6% | -31.0% | +2.5% |
| 1Y | +29.8% | +42.1% | -12.3% | +18.5% |
| 3Y | +28.1% | +94.0% | -65.9% | +7.5% |
| 5Y | +17.7% | +96.3% | -78.6% | -2.8% |
| All | +187.8% | +123.7% | +64.1% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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