+29.8%
JBHT vs RRC
+31.6%
-1.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.3% | -0.6% |
| 7D | -1.6% | -10.8% | +9.2% | -1.5% |
| 30D | -2.3% | +22.3% | -24.6% | -2.2% |
| 3M | -18.5% | +26.6% | -45.1% | -17.7% |
| 6M | -11.3% | +18.9% | -30.2% | -11.0% |
| YTD | +12.6% | +39.2% | -26.6% | +14.2% |
| 1Y | +29.8% | +34.0% | -4.2% | +31.7% |
| All | +29.8% | +31.6% | -1.8% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling