-32.4%
KVYO vs JBHT
+24.0%
-56.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +2.9% |
| 7D | +6.9% | +7.0% | -0.2% | +4.4% |
| 30D | +30.1% | +0.5% | +29.6% | +29.8% |
| 3M | +15.1% | -17.4% | +32.5% | +22.3% |
| 6M | +55.4% | -1.7% | +57.1% | +54.4% |
| YTD | -31.8% | +20.7% | -52.6% | -38.7% |
| 1Y | -22.3% | +41.1% | -63.4% | -34.7% |
| 3Y | -13.7% | +38.0% | -51.7% | -32.0% |
| All | -32.4% | +24.0% | -56.4% | -43.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling