+81.0%
KR vs JBHT
+17.1%
+63.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.5% |
| 7D | +1.4% | -1.6% | +3.0% | +1.5% |
| 30D | +14.3% | -2.3% | +16.5% | +14.4% |
| 3M | +18.9% | -18.5% | +37.4% | +20.1% |
| 6M | +3.8% | -11.3% | +15.1% | +4.3% |
| YTD | +10.2% | +12.6% | -2.3% | +8.8% |
| 1Y | +9.2% | +29.8% | -20.6% | +6.4% |
| 3Y | +60.3% | +28.1% | +32.2% | +55.3% |
| All | +81.0% | +17.1% | +63.9% | +72.8% |
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 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