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  • APH vs JBL✓SelectedUSD · JBLAPH vs JBL performance historyLatest closeAs of-0.94%11/10
Stock and ETF performance explorer

APH vs JBL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+955.2%
JBL return
+1,127.6%
Excess return
-172.4%
Maximum drawdown
-37.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioJBLExcessAlpha
1D-0.9%-1.1%+0.1%-0.4%
7D-5.0%-8.1%+3.0%-0.9%
30D-8.4%-18.4%+10.1%+1.2%
3M-4.5%-25.8%+21.3%+9.6%
6M+25.3%-29.6%+54.9%+46.5%
YTD+18.9%+9.6%+9.3%+12.4%
1Y+11.9%+14.1%-2.1%+3.8%
3Y+278.0%+95.9%+182.1%+161.2%
5Y+306.4%+298.3%+8.1%+93.1%
10Y+955.2%+1,150.1%-194.9%+225.9%
All+955.2%+1,127.6%-172.4%+225.9%

Cumulative growth

Daily Returns

Daily percentage return beside JBL.

Daily Out/Under-Performance

Portfolio return minus JBL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × JBL 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 JBL 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