-20.6%
KVYO vs JBHT
+27.0%
-47.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -2.5% | -6.5% | -9.1% |
| 7D | -15.7% | +2.9% | -18.7% | -15.6% |
| 30D | -9.0% | +0.6% | -9.6% | -8.6% |
| 3M | +10.1% | -6.6% | +16.7% | +9.9% |
| 6M | -20.6% | +23.6% | -44.2% | -19.2% |
| All | -20.6% | +27.0% | -47.6% | -19.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling