+106.1%
KMI vs JBHT
+27.4%
+78.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -10.8% | -1.6% | -9.2% | -10.7% |
| 30D | -5.0% | -2.3% | -2.7% | -4.9% |
| 3M | -3.4% | -18.5% | +15.1% | -2.4% |
| 6M | -3.4% | -11.3% | +7.9% | -3.1% |
| YTD | +13.1% | +12.6% | +0.5% | +11.3% |
| 1Y | +19.0% | +29.8% | -10.7% | +15.7% |
| 3Y | +106.1% | +28.1% | +78.0% | +90.8% |
| All | +106.1% | +27.4% | +78.7% | +90.8% |
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