+916.7%
APO vs JBLU
-72.4%
+989.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -3.5% | -5.0% | +1.5% | -2.2% |
| 30D | -6.6% | -23.9% | +17.3% | +0.3% |
| 3M | -3.3% | -11.6% | +8.4% | -1.2% |
| 6M | +22.6% | -0.2% | +22.8% | +18.8% |
| YTD | -9.8% | -3.3% | -6.5% | -12.8% |
| 1Y | -3.9% | -15.4% | +11.5% | -4.1% |
| 3Y | +52.5% | -14.7% | +67.2% | +30.0% |
| 5Y | +134.0% | -70.0% | +204.0% | +171.0% |
| All | +916.7% | -72.4% | +989.1% | +934.1% |
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