+244.4%
APP vs JOBY
-36.4%
+280.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.7% | -2.3% |
| 7D | +61.1% | +22.1% | +39.0% | +52.9% |
| 30D | +42.8% | +8.8% | +33.9% | +39.9% |
| 3M | +16.7% | -32.8% | +49.5% | +30.5% |
| 6M | -15.6% | -45.5% | +29.9% | -1.5% |
| YTD | -41.3% | -55.2% | +13.8% | -29.5% |
| 1Y | -39.3% | -62.5% | +23.2% | -23.6% |
| 3Y | +803.2% | +14.1% | +789.1% | +569.3% |
| All | +244.4% | -36.4% | +280.7% | +156.0% |
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