+95.3%
RKT vs JBHT
+27.4%
+67.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | +17.7% | -1.6% | +19.3% | +18.6% |
| 30D | +31.6% | -2.3% | +33.9% | +33.2% |
| 3M | +13.9% | -18.5% | +32.4% | +24.6% |
| 6M | +2.8% | -11.3% | +14.1% | +7.3% |
| YTD | -22.2% | +12.6% | -34.8% | -27.1% |
| 1Y | -3.5% | +29.8% | -33.3% | -15.0% |
| 3Y | +95.3% | +28.1% | +67.2% | +55.3% |
| All | +95.3% | +27.4% | +67.9% | +55.3% |
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