-48.6%
KVYO vs JBHT
+99.6%
-148.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +1.3% |
| 7D | -12.1% | -1.2% | -10.9% | -12.0% |
| 30D | -5.2% | -2.0% | -3.2% | -4.9% |
| 3M | +14.5% | -6.3% | +20.8% | +15.2% |
| 6M | -17.6% | +29.0% | -46.6% | -20.7% |
| YTD | -49.6% | +39.9% | -89.6% | -51.9% |
| 1Y | -48.6% | +92.8% | -141.3% | -52.2% |
| All | -48.6% | +99.6% | -148.1% | -52.2% |
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 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