+463.0%
KGC vs JBHT
+58.3%
+404.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.8% | -5.1% | -2.7% |
| 7D | -1.3% | +4.9% | -6.2% | -1.9% |
| 30D | +20.3% | +0.6% | +19.7% | +20.1% |
| 3M | +8.1% | -3.2% | +11.3% | +8.3% |
| 6M | -8.8% | +17.0% | -25.7% | -11.2% |
| YTD | +10.1% | +41.7% | -31.6% | +4.7% |
| 1Y | +44.2% | +90.0% | -45.8% | +32.2% |
| 3Y | +533.0% | +47.0% | +486.0% | +499.0% |
| All | +463.0% | +58.3% | +404.8% | +409.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 5y: compounded portfolio wealth divided by compounded JBHT 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…
5y analysis · Full analysis span regression · 6 months rolling