+38.0%
JBHT vs RPRX
+177.1%
-139.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +2.1% |
| 7D | +7.0% | +3.3% | +3.7% | +6.3% |
| 30D | +0.5% | +17.9% | -17.4% | -3.1% |
| 3M | -17.4% | +19.2% | -36.6% | -20.7% |
| 6M | -1.7% | +31.7% | -33.4% | -7.8% |
| YTD | +20.7% | +82.5% | -61.7% | +6.1% |
| 1Y | +41.1% | +78.4% | -37.4% | +24.4% |
| 3Y | +38.0% | +177.0% | -139.0% | +10.8% |
| All | +38.0% | +177.1% | -139.1% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling