-44.5%
APP vs JBLU
-14.9%
-29.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +0.3% | -4.8% | +5.1% | +1.0% |
| 30D | -1.3% | -24.4% | +23.1% | +2.7% |
| 3M | -36.2% | -4.8% | -31.4% | -35.3% |
| 6M | -34.1% | -0.5% | -33.7% | -33.8% |
| YTD | -53.3% | -3.5% | -49.8% | -54.0% |
| 1Y | -44.5% | -13.6% | -31.0% | -46.8% |
| All | -44.5% | -14.9% | -29.6% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling