+229.3%
APLD vs JBLU
-69.8%
+299.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.3% | -4.5% | -5.2% |
| 7D | +2.7% | +2.5% | +0.2% | +1.8% |
| 30D | -21.4% | +24.9% | -46.3% | -29.8% |
| 3M | -47.8% | -35.2% | -12.7% | -38.1% |
| 6M | -64.9% | -20.0% | -44.9% | -62.1% |
| YTD | -34.9% | -17.4% | -17.5% | -32.3% |
| 1Y | -30.7% | -13.0% | -17.8% | -29.5% |
| 3Y | +305.3% | -5.3% | +310.6% | +164.3% |
| All | +229.3% | -69.8% | +299.0% | +395.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 10y: compounded portfolio wealth divided by compounded JBLU 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…
10y analysis · Full analysis span regression · 6 months rolling