+125.2%
KR vs JBHT
+276.8%
-151.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.4% |
| 7D | -1.3% | +7.1% | -8.4% | -2.0% |
| 30D | +1.5% | +2.3% | -0.8% | +1.2% |
| 3M | -8.5% | -4.5% | -4.0% | -8.2% |
| 6M | -21.9% | +29.2% | -51.1% | -24.4% |
| YTD | -6.9% | +42.2% | -49.0% | -11.2% |
| 1Y | -14.0% | +93.7% | -107.7% | -21.5% |
| 3Y | +30.3% | +53.2% | -22.9% | +21.4% |
| 5Y | +37.7% | +62.4% | -24.7% | +25.0% |
| 10Y | +125.2% | +274.7% | -149.5% | +68.0% |
| All | +125.2% | +276.8% | -151.6% | +68.0% |
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