+29.8%
JBHT vs KMX
+42.7%
-12.9%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.5% | -0.1% |
| 7D | -1.6% | -7.4% | +5.8% | +0.2% |
| 30D | -2.3% | -3.4% | +1.1% | -1.7% |
| 3M | -18.5% | -11.3% | -7.1% | -16.3% |
| 6M | -11.3% | +30.6% | -41.8% | -17.7% |
| YTD | +12.6% | +33.2% | -20.7% | +1.4% |
| 1Y | +29.8% | +66.7% | -37.0% | +8.0% |
| All | +29.8% | +42.7% | -12.9% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 1y: compounded portfolio wealth divided by compounded KMX 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…
1y analysis · Full analysis span regression · 6 months rolling