+442.9%
APH vs JOBY
-53.4%
+496.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.1% | -1.1% |
| 7D | +4.9% | -14.3% | +19.2% | +6.9% |
| 30D | -5.4% | +10.2% | -15.6% | -6.7% |
| 3M | -5.5% | -38.5% | +33.0% | 0.0% |
| 6M | +25.9% | -54.1% | +80.0% | +37.4% |
| YTD | +16.4% | -61.5% | +77.9% | +28.2% |
| 1Y | +16.5% | -65.7% | +82.1% | +29.8% |
| 3Y | +270.9% | -7.0% | +277.8% | +249.7% |
| 5Y | +289.5% | -44.2% | +333.7% | +256.9% |
| All | +442.9% | -53.4% | +496.3% | +388.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling