-18.2%
KKR vs JBHT
+39.4%
-57.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.3% |
| 7D | +1.6% | +7.0% | -5.4% | 0.0% |
| 30D | +14.5% | +0.5% | +14.0% | +14.3% |
| 3M | -15.0% | -17.4% | +2.4% | -11.5% |
| 6M | +1.0% | -1.7% | +2.7% | -0.7% |
| YTD | -22.6% | +20.7% | -43.4% | -32.2% |
| 1Y | -18.2% | +41.1% | -59.3% | -35.3% |
| All | -18.2% | +39.4% | -57.6% | -35.3% |
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