-50.3%
KVYO vs JBHT
+42.3%
-92.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -2.5% | -6.5% | -8.2% |
| 7D | -15.7% | +2.9% | -18.7% | -16.6% |
| 30D | -9.0% | +0.6% | -9.6% | -9.4% |
| 3M | +10.1% | -6.6% | +16.7% | +12.2% |
| 6M | -20.6% | +23.6% | -44.2% | -28.0% |
| YTD | -49.9% | +38.6% | -88.5% | -56.9% |
| 1Y | -49.4% | +91.5% | -140.9% | -62.6% |
| All | -50.3% | +42.3% | -92.6% | -60.6% |
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 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