-14.0%
KR vs JBHT
+93.0%
-107.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.3% |
| 7D | -1.3% | +7.1% | -8.4% | -0.8% |
| 30D | +1.5% | +2.3% | -0.8% | +1.7% |
| 3M | -8.5% | -4.5% | -4.0% | -8.7% |
| 6M | -21.9% | +29.2% | -51.1% | -20.1% |
| YTD | -6.9% | +42.2% | -49.0% | -5.2% |
| 1Y | -14.0% | +93.7% | -107.7% | -12.6% |
| All | -14.0% | +93.0% | -107.0% | -12.6% |
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