+59.9%
JBHT vs ARMK
+144.6%
-84.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.1% |
| 7D | +4.9% | -2.4% | +7.3% | +5.7% |
| 30D | +0.6% | 0.0% | +0.6% | +0.4% |
| 3M | -3.2% | +6.7% | -9.9% | -5.7% |
| 6M | +17.0% | +38.8% | -21.9% | +3.4% |
| YTD | +41.7% | +55.2% | -13.5% | +20.4% |
| 1Y | +90.0% | +46.6% | +43.4% | +64.1% |
| 3Y | +47.0% | +112.9% | -65.9% | +9.2% |
| All | +59.9% | +144.6% | -84.7% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling