+103.7%
JBHT vs RPRX
+79.2%
+24.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +2.6% |
| 7D | +0.4% | +3.4% | -2.9% | -0.3% |
| 30D | -2.0% | +20.8% | -22.8% | -6.0% |
| 3M | -16.3% | +21.6% | -37.9% | -20.0% |
| 6M | -8.2% | +36.5% | -44.8% | -14.6% |
| YTD | +16.3% | +80.4% | -64.1% | +2.0% |
| 1Y | +32.2% | +81.8% | -49.6% | +15.7% |
| 3Y | +34.4% | +170.9% | -136.5% | +6.9% |
| 5Y | +20.3% | +95.2% | -74.8% | +2.4% |
| All | +103.7% | +79.2% | +24.5% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling