+139.6%
KMI vs JBHT
+192.0%
-52.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.2% |
| 7D | -6.5% | +0.4% | -7.0% | -6.6% |
| 30D | -5.1% | -2.0% | -3.1% | -4.7% |
| 3M | 0.0% | -16.3% | +16.3% | +4.0% |
| 6M | -0.9% | -8.2% | +7.4% | 0.0% |
| YTD | +15.4% | +16.3% | -0.9% | +8.0% |
| 1Y | +19.5% | +32.2% | -12.7% | +7.5% |
| 3Y | +116.3% | +34.4% | +81.9% | +86.2% |
| 5Y | +136.6% | +20.3% | +116.2% | +105.8% |
| 10Y | +139.6% | +185.2% | -45.7% | +45.4% |
| All | +139.6% | +192.0% | -52.5% | +45.4% |
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