-21.9%
KVUE vs JBHT
+62.7%
-84.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.2% | -1.9% |
| 7D | -1.9% | +7.1% | -9.1% | -2.1% |
| 30D | -3.3% | +2.3% | -5.6% | -3.4% |
| 3M | +6.0% | -4.5% | +10.4% | +6.0% |
| 6M | +2.3% | +29.2% | -26.9% | +1.7% |
| YTD | +10.3% | +42.2% | -31.8% | +9.7% |
| 1Y | +4.6% | +93.7% | -89.2% | +4.0% |
| 3Y | -2.2% | +53.2% | -55.4% | -2.8% |
| All | -21.9% | +62.7% | -84.6% | -22.6% |
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 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