+213.7%
RRX vs JBHT
+183.5%
+30.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.2% |
| 7D | +5.4% | +0.5% | +4.9% | +5.3% |
| 30D | +12.0% | -0.1% | +12.1% | +11.9% |
| 3M | +6.1% | -14.0% | +20.2% | +14.6% |
| 6M | -13.2% | -5.1% | -8.1% | -12.8% |
| YTD | +31.0% | +18.0% | +12.9% | +15.3% |
| 1Y | +38.8% | +36.5% | +2.2% | +11.5% |
| 3Y | +70.3% | +34.8% | +35.5% | +34.1% |
| 5Y | +15.5% | +21.4% | -5.9% | -5.5% |
| 10Y | +213.7% | +178.0% | +35.7% | +45.6% |
| All | +213.7% | +183.5% | +30.2% | +45.6% |
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