-13.7%
KKR vs JBHT
+34.8%
-48.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.5% | +5.3% |
| 7D | +8.9% | +1.7% | +7.2% | +8.5% |
| 30D | +12.7% | -1.2% | +13.8% | +12.9% |
| 3M | -6.2% | -17.1% | +11.0% | -2.3% |
| 6M | -1.5% | -4.4% | +2.8% | -2.6% |
| YTD | -20.1% | +17.5% | -37.5% | -29.1% |
| 1Y | -13.7% | +32.6% | -46.3% | -28.5% |
| All | -13.7% | +34.8% | -48.6% | -28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling