+16.4%
APH vs JBLU
-12.5%
+28.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +11.9% | -18.1% | -7.5% |
| 7D | -2.4% | +24.9% | -27.3% | -5.3% |
| 30D | -9.5% | -12.3% | +2.9% | -8.9% |
| 3M | -7.6% | -44.5% | +36.8% | -2.7% |
| 6M | +12.4% | -25.7% | +38.1% | +14.4% |
| YTD | +17.5% | -21.8% | +39.3% | +16.6% |
| 1Y | +16.4% | -12.7% | +29.1% | +10.9% |
| All | +16.4% | -12.5% | +28.9% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 1y: compounded portfolio wealth divided by compounded JBLU 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…
1y analysis · Full analysis span regression · 6 months rolling