+329.1%
APP vs JOBY
-32.4%
+361.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.1% | +3.9% | -0.5% |
| 7D | -4.4% | -5.9% | +1.5% | -2.8% |
| 30D | -10.0% | -27.1% | +17.1% | -1.9% |
| 3M | -41.4% | -30.7% | -10.7% | -35.8% |
| 6M | -41.0% | -36.1% | -5.0% | -35.2% |
| YTD | -54.7% | -51.4% | -3.4% | -47.0% |
| 1Y | -45.3% | -52.2% | +6.8% | -37.5% |
| 3Y | +624.3% | -12.1% | +636.3% | +489.4% |
| 5Y | +329.1% | -31.1% | +360.2% | +195.4% |
| All | +329.1% | -32.4% | +361.5% | +195.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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