-24.8%
RIVN vs JBHT
+38.8%
-63.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.3% | -7.1% | -5.7% |
| 7D | -10.5% | +7.0% | -17.5% | -12.7% |
| 30D | -5.9% | +0.5% | -6.4% | -6.1% |
| 3M | -23.0% | -17.4% | -5.7% | -18.1% |
| 6M | -14.6% | -1.7% | -12.9% | -15.6% |
| YTD | -38.2% | +20.7% | -58.9% | -43.8% |
| 1Y | -25.7% | +41.1% | -66.8% | -36.2% |
| 3Y | -24.8% | +38.0% | -62.8% | -41.3% |
| All | -24.8% | +38.8% | -63.6% | -41.3% |
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