+35.7%
APH vs JBLU
-14.9%
+50.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.4% |
| 7D | -2.2% | -4.8% | +2.6% | -1.8% |
| 30D | -4.0% | -24.4% | +20.4% | -1.7% |
| 3M | +7.7% | -4.8% | +12.5% | +7.8% |
| 6M | +17.8% | -0.5% | +18.2% | +17.5% |
| YTD | +19.2% | -3.5% | +22.7% | +18.1% |
| 1Y | +35.7% | -13.6% | +49.3% | +31.7% |
| All | +35.7% | -14.9% | +50.6% | +31.7% |
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