-50.8%
KVYO vs JBHT
+42.3%
-93.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -18.4% | +0.6% | -19.0% | -18.5% |
| 30D | -12.1% | +0.9% | -13.1% | -12.6% |
| 3M | +11.2% | -4.4% | +15.6% | +12.4% |
| 6M | -19.8% | +24.5% | -44.3% | -27.4% |
| YTD | -50.3% | +38.6% | -88.9% | -57.2% |
| 1Y | -48.3% | +97.2% | -145.4% | -62.4% |
| All | -50.8% | +42.3% | -93.1% | -60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling