+107.7%
KMI vs JBHT
+28.2%
+79.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.6% | -0.7% | -4.0% |
| 7D | -10.3% | -1.4% | -9.0% | -10.3% |
| 30D | -5.3% | -3.1% | -2.2% | -5.1% |
| 3M | -2.1% | -19.5% | +17.4% | -1.0% |
| 6M | -4.8% | -9.6% | +4.8% | -4.6% |
| YTD | +14.0% | +13.3% | +0.7% | +12.1% |
| 1Y | +20.9% | +29.7% | -8.8% | +17.5% |
| All | +107.7% | +28.2% | +79.5% | +92.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling