+313.2%
APP vs JBLU
-74.4%
+387.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.1% | -4.0% |
| 7D | +61.1% | +25.8% | +35.3% | +51.1% |
| 30D | +42.8% | +4.2% | +38.6% | +39.7% |
| 3M | +16.7% | -29.1% | +45.7% | +26.8% |
| 6M | -15.6% | -21.7% | +6.1% | -11.7% |
| YTD | -41.3% | -12.1% | -29.2% | -42.7% |
| 1Y | -39.3% | -9.3% | -30.0% | -41.4% |
| 3Y | +803.2% | +3.4% | +799.8% | +499.0% |
| 5Y | +313.2% | -74.2% | +387.4% | +477.8% |
| All | +313.2% | -74.4% | +387.5% | +477.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling