+930.0%
APH vs JBLU
-80.5%
+1,010.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.5% |
| 7D | +4.9% | +2.5% | +2.4% | +4.5% |
| 30D | -5.4% | +24.9% | -30.3% | -9.5% |
| 3M | -5.5% | -35.2% | +29.7% | +0.6% |
| 6M | +25.9% | -20.0% | +45.9% | +28.4% |
| YTD | +16.4% | -17.4% | +33.7% | +15.7% |
| 1Y | +16.5% | -13.0% | +29.5% | +14.6% |
| 3Y | +270.9% | -5.3% | +276.1% | +219.1% |
| 5Y | +289.5% | -75.2% | +364.7% | +332.9% |
| All | +930.0% | -80.5% | +1,010.5% | +1,018.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling