+27.4%
JBHT vs BAM
+90.5%
-63.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +2.3% |
| 7D | +0.4% | +5.3% | -4.8% | -1.4% |
| 30D | -2.0% | +18.1% | -20.0% | -7.6% |
| 3M | -16.3% | +4.2% | -20.5% | -17.8% |
| 6M | -8.2% | +11.1% | -19.3% | -12.2% |
| YTD | +16.3% | +6.6% | +9.7% | +12.2% |
| 1Y | +32.2% | +6.2% | +26.0% | +27.6% |
| 3Y | +34.4% | +95.0% | -60.6% | +3.4% |
| All | +27.4% | +90.5% | -63.1% | -2.1% |
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