+156.3%
KR vs JBHT
+186.6%
-30.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | +2.7% | +0.9% | +1.7% | +2.6% |
| 30D | +11.3% | -1.1% | +12.4% | +11.4% |
| 3M | +22.3% | -14.8% | +37.1% | +24.2% |
| 6M | +5.8% | -7.4% | +13.2% | +6.2% |
| YTD | +11.7% | +17.3% | -5.6% | +8.6% |
| 1Y | +8.9% | +35.3% | -26.5% | +3.9% |
| 3Y | +67.1% | +33.9% | +33.2% | +57.3% |
| 5Y | +80.0% | +22.5% | +57.5% | +69.5% |
| 10Y | +156.3% | +181.3% | -25.1% | +90.3% |
| All | +156.3% | +186.6% | -30.3% | +90.3% |
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