+249.5%
APLD vs JBLU
-69.3%
+318.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.2% | -0.1% | -3.1% |
| 7D | +19.6% | +9.2% | +10.4% | +15.4% |
| 30D | -24.5% | +13.7% | -38.2% | -29.6% |
| 3M | -45.6% | -34.1% | -11.5% | -35.9% |
| 6M | -61.4% | -19.5% | -42.0% | -58.5% |
| YTD | -30.9% | -16.3% | -14.6% | -28.6% |
| 1Y | -35.8% | -13.4% | -22.4% | -34.5% |
| 3Y | +261.4% | -1.6% | +263.0% | +128.7% |
| All | +249.5% | -69.3% | +318.8% | +422.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling