+51.2%
APO vs JBLU
-15.9%
+67.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.4% |
| 7D | -4.9% | -4.8% | -0.1% | -4.1% |
| 30D | -8.4% | -24.4% | +16.0% | -3.9% |
| 3M | -2.1% | -4.8% | +2.7% | -1.9% |
| 6M | +19.2% | -0.5% | +19.7% | +17.1% |
| YTD | -10.5% | -3.5% | -7.0% | -12.1% |
| 1Y | -2.7% | -13.6% | +10.9% | -2.8% |
| All | +51.2% | -15.9% | +67.1% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling