+352.8%
APH vs JOBY
-30.0%
+382.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.4% |
| 7D | +0.2% | +2.2% | -2.0% | -0.1% |
| 30D | -3.3% | -20.8% | +17.5% | -0.5% |
| 3M | +14.0% | -29.5% | +43.5% | +18.7% |
| 6M | +24.4% | -28.4% | +52.8% | +28.5% |
| YTD | +21.4% | -48.2% | +69.6% | +29.7% |
| 1Y | +48.9% | -49.1% | +98.0% | +58.2% |
| 3Y | +290.1% | -6.3% | +296.4% | +264.0% |
| 5Y | +352.8% | -27.2% | +380.0% | +293.1% |
| All | +352.8% | -30.0% | +382.8% | +293.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling