+24.9%
APH vs JOBY
-49.0%
+73.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.2% | +9.6% | +2.8% |
| 7D | +11.1% | +0.8% | +10.4% | +10.8% |
| 30D | -7.3% | +7.9% | -15.2% | -9.4% |
| 3M | -6.2% | -32.9% | +26.8% | +5.2% |
| 6M | +24.9% | -49.1% | +74.0% | +53.5% |
| All | +24.9% | -49.0% | +73.9% | +53.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling