+363.3%
RIO vs JBHT
+183.5%
+179.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +0.5% | +0.5% | 0.0% | +0.3% |
| 30D | -9.9% | -0.1% | -9.8% | -10.0% |
| 3M | -14.0% | -14.0% | 0.0% | -10.4% |
| 6M | -19.5% | -5.1% | -14.4% | -19.5% |
| YTD | +11.5% | +18.0% | -6.5% | +3.0% |
| 1Y | +26.9% | +36.5% | -9.6% | +11.4% |
| 3Y | +55.1% | +34.8% | +20.4% | +31.2% |
| 5Y | +90.7% | +21.4% | +69.2% | +63.1% |
| 10Y | +363.3% | +178.0% | +185.4% | +146.4% |
| All | +363.3% | +183.5% | +179.9% | +146.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling