+17.2%
KMI vs JBHT
+31.8%
-14.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +2.0% |
| 7D | -6.5% | +0.2% | -6.8% | -6.5% |
| 30D | -5.1% | -2.2% | -2.9% | -5.1% |
| 3M | 0.0% | -16.5% | +16.4% | -0.3% |
| 6M | -0.9% | -8.4% | +7.5% | -0.7% |
| YTD | +15.4% | +16.1% | -0.7% | +18.9% |
| All | +17.2% | +31.8% | -14.6% | +22.4% |
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 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