+420.9%
APLD vs JOBY
-13.1%
+434.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.1% | +2.0% | -1.1% |
| 7D | +9.0% | -5.9% | +14.8% | +12.3% |
| 30D | -6.6% | -27.1% | +20.5% | +9.0% |
| 3M | -35.2% | -30.7% | -4.5% | -22.1% |
| 6M | +0.4% | -36.1% | +36.5% | +23.9% |
| YTD | +10.7% | -51.4% | +62.0% | +55.5% |
| 1Y | +78.6% | -52.2% | +130.7% | +149.9% |
| All | +420.9% | -13.1% | +434.0% | +382.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling