+459.6%
APLD vs JBLU
-64.8%
+524.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -2.8% |
| 7D | +9.0% | -5.6% | +14.6% | +11.6% |
| 30D | -6.6% | -22.3% | +15.7% | +3.9% |
| 3M | -35.2% | -11.0% | -24.3% | -32.5% |
| 6M | +0.4% | -3.1% | +3.5% | +1.3% |
| YTD | +10.7% | -3.7% | +14.4% | +9.1% |
| 1Y | +78.6% | -14.8% | +93.3% | +82.9% |
| 3Y | +423.9% | -15.4% | +439.4% | +294.3% |
| All | +459.6% | -64.8% | +524.4% | +698.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling