+55.2%
JBHT vs BAM
+78.0%
-22.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.6% |
| 7D | +4.9% | -2.0% | +6.9% | +5.6% |
| 30D | +0.6% | -2.9% | +3.5% | +1.4% |
| 3M | -3.2% | +9.4% | -12.6% | -6.7% |
| 6M | +17.0% | +10.8% | +6.2% | +11.9% |
| YTD | +41.7% | -0.4% | +42.1% | +40.2% |
| 1Y | +90.0% | -10.9% | +100.8% | +95.4% |
| 3Y | +47.0% | +61.3% | -14.3% | +20.2% |
| All | +55.2% | +78.0% | -22.8% | +22.4% |
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