+29.3%
JBHT vs BAM
+84.8%
-55.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +1.2% |
| 7D | +0.5% | -2.9% | +3.3% | +1.5% |
| 30D | -0.1% | +14.7% | -14.8% | -4.9% |
| 3M | -14.0% | -4.1% | -9.9% | -13.0% |
| 6M | -5.1% | +9.6% | -14.7% | -8.8% |
| YTD | +18.0% | +3.4% | +14.6% | +15.1% |
| 1Y | +36.5% | +1.0% | +35.5% | +34.2% |
| 3Y | +34.8% | +88.2% | -53.4% | +4.9% |
| All | +29.3% | +84.8% | -55.6% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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