+84.1%
KR vs JBHT
+22.5%
+61.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +1.3% |
| 7D | +4.6% | +7.0% | -2.5% | +4.2% |
| 30D | +12.2% | +0.5% | +11.7% | +12.2% |
| 3M | +24.6% | -17.4% | +41.9% | +25.7% |
| 6M | +8.2% | -1.7% | +9.9% | +8.0% |
| YTD | +15.3% | +20.7% | -5.5% | +13.3% |
| 1Y | +9.8% | +41.1% | -31.3% | +6.4% |
| 3Y | +71.4% | +38.0% | +33.4% | +65.2% |
| All | +84.1% | +22.5% | +61.5% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling