+28.4%
KKR vs JBHT
+21.4%
+7.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.1% | +4.2% | -5.3% | -3.0% |
| 30D | +11.5% | -0.4% | +11.9% | +11.6% |
| 3M | -12.4% | -17.3% | +5.0% | -4.7% |
| 6M | -1.9% | -3.5% | +1.6% | -2.6% |
| YTD | -23.3% | +18.0% | -41.4% | -32.6% |
| 1Y | -20.4% | +35.5% | -56.0% | -35.2% |
| 3Y | +56.1% | +34.8% | +21.3% | +21.9% |
| 5Y | +28.4% | +19.7% | +8.7% | +1.1% |
| All | +28.4% | +21.4% | +7.0% | +1.1% |
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