+640.8%
APP vs JBLU
-15.8%
+656.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.3% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | -10.0% | -25.5% | +15.5% | -5.7% |
| 3M | -44.6% | -5.0% | -39.6% | -44.3% |
| 6M | -37.9% | +0.7% | -38.5% | -38.5% |
| YTD | -53.7% | -0.7% | -53.0% | -54.7% |
| 1Y | -43.0% | -12.7% | -30.2% | -43.2% |
| 3Y | +640.8% | -12.7% | +653.5% | +601.8% |
| All | +640.8% | -15.8% | +656.6% | +601.8% |
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 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