-26.3%
APH vs JOBY
-48.4%
+22.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.5% | -46.3% | -47.5% |
| 7D | -48.7% | -5.7% | -43.0% | -48.0% |
| 30D | -51.9% | -13.6% | -38.3% | -50.6% |
| 3M | -43.6% | -39.5% | -4.1% | -38.5% |
| 6M | -37.5% | -31.9% | -5.7% | -33.7% |
| YTD | -38.6% | -48.9% | +10.3% | -32.8% |
| 1Y | -26.3% | -48.5% | +22.2% | -19.0% |
| All | -26.3% | -48.4% | +22.0% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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