+185.2%
JBHT vs RRC
+63.1%
+122.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.1% |
| 7D | +0.4% | -10.3% | +10.8% | +1.7% |
| 30D | -2.0% | +19.5% | -21.4% | -4.2% |
| 3M | -16.3% | +27.9% | -44.2% | -18.8% |
| 6M | -8.2% | +21.2% | -29.4% | -10.6% |
| YTD | +16.3% | +39.6% | -23.3% | +11.2% |
| 1Y | +32.2% | +31.3% | +0.9% | +27.2% |
| 3Y | +34.4% | +51.9% | -17.6% | +25.7% |
| 5Y | +20.3% | +110.2% | -89.8% | +5.9% |
| 10Y | +185.2% | +56.7% | +128.6% | +119.0% |
| All | +185.2% | +63.1% | +122.2% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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