+11.3%
APH vs JBLU
-9.3%
+20.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | +0.4% | +12.9% | -12.5% | -1.1% |
| 30D | -8.0% | +11.0% | -19.0% | -9.9% |
| 3M | -5.0% | -30.8% | +25.8% | -2.5% |
| 6M | +29.9% | -19.0% | +48.9% | +30.4% |
| YTD | +18.0% | -11.6% | +29.6% | +15.5% |
| 1Y | +11.3% | -7.4% | +18.7% | +6.1% |
| All | +11.3% | -9.3% | +20.6% | +6.1% |
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