+742.3%
KKR vs JBHT
+273.4%
+468.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.7% | -3.3% |
| 7D | -0.9% | +4.9% | -5.8% | -3.3% |
| 30D | +2.2% | +0.6% | +1.6% | +1.6% |
| 3M | +13.1% | -3.2% | +16.3% | +13.9% |
| 6M | +15.3% | +17.0% | -1.7% | +4.0% |
| YTD | -15.0% | +41.7% | -56.7% | -31.3% |
| 1Y | -21.0% | +90.0% | -111.0% | -47.2% |
| 3Y | +76.7% | +47.0% | +29.7% | +34.2% |
| 5Y | +74.3% | +58.3% | +16.0% | +24.5% |
| All | +742.3% | +273.4% | +468.9% | +238.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling