+142.0%
KMI vs JBHT
+186.6%
-44.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.2% | +1.8% |
| 7D | -5.1% | +0.9% | -6.0% | -5.3% |
| 30D | -3.1% | -1.1% | -2.0% | -3.0% |
| 3M | +0.2% | -14.8% | +15.1% | +3.8% |
| 6M | +1.1% | -7.4% | +8.6% | +1.8% |
| YTD | +17.7% | +17.3% | +0.4% | +10.0% |
| 1Y | +19.6% | +35.3% | -15.7% | +6.9% |
| 3Y | +117.6% | +33.9% | +83.7% | +87.8% |
| 5Y | +143.1% | +22.5% | +120.6% | +110.2% |
| 10Y | +142.0% | +181.3% | -39.3% | +48.1% |
| All | +142.0% | +186.6% | -44.5% | +48.1% |
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 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