+701.4%
KKR vs JBHT
+192.4%
+509.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.5% |
| 7D | +2.2% | -1.6% | +3.8% | +3.1% |
| 30D | +7.6% | -2.3% | +9.9% | +8.7% |
| 3M | -6.5% | -18.5% | +12.0% | +2.7% |
| 6M | -3.9% | -11.3% | +7.4% | -0.1% |
| YTD | -23.9% | +12.6% | -36.5% | -31.3% |
| 1Y | -18.5% | +29.8% | -48.3% | -32.0% |
| 3Y | +65.8% | +28.1% | +37.7% | +33.4% |
| 5Y | +25.3% | +17.7% | +7.6% | +4.1% |
| All | +701.4% | +192.4% | +509.0% | +244.4% |
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