-36.6%
KVYO vs JBHT
+84.7%
-121.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | 0.0% | +2.1% |
| 7D | +0.8% | +1.1% | -0.3% | +0.6% |
| 30D | +3.5% | -2.8% | +6.3% | +3.8% |
| 3M | +25.9% | -4.8% | +30.7% | +26.4% |
| 6M | +4.7% | +15.7% | -11.0% | +2.2% |
| YTD | -39.1% | +37.8% | -76.9% | -42.1% |
| All | -36.6% | +84.7% | -121.3% | -41.3% |
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 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