+270.9%
APH vs JOBY
-3.8%
+274.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.1% | -1.1% |
| 7D | +4.9% | -14.3% | +19.2% | +7.1% |
| 30D | -5.4% | +10.2% | -15.6% | -6.9% |
| 3M | -5.5% | -38.5% | +33.0% | +0.9% |
| 6M | +25.9% | -54.1% | +80.0% | +39.0% |
| YTD | +16.4% | -61.5% | +77.9% | +29.7% |
| 1Y | +16.5% | -65.7% | +82.1% | +31.5% |
| 3Y | +270.9% | -7.0% | +277.8% | +259.6% |
| All | +270.9% | -3.8% | +274.6% | +259.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling