+329.1%
APP vs JBLU
-70.1%
+399.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.4% |
| 7D | -4.4% | -5.6% | +1.2% | -2.9% |
| 30D | -10.0% | -22.3% | +12.3% | -3.8% |
| 3M | -41.4% | -11.0% | -30.5% | -40.1% |
| 6M | -41.0% | -3.1% | -37.9% | -42.0% |
| YTD | -54.7% | -3.7% | -51.0% | -56.4% |
| 1Y | -45.3% | -14.8% | -30.6% | -45.8% |
| 3Y | +624.3% | -15.4% | +639.7% | +465.8% |
| 5Y | +329.1% | -71.4% | +400.5% | +443.2% |
| All | +329.1% | -70.1% | +399.3% | +443.2% |
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