+506.6%
APP vs JOBY
-41.7%
+548.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.7% | -2.4% |
| 7D | +61.1% | +22.1% | +39.0% | +53.5% |
| 30D | +42.8% | +8.8% | +33.9% | +40.1% |
| 3M | +16.7% | -32.8% | +49.5% | +29.5% |
| 6M | -15.6% | -45.5% | +29.9% | -2.6% |
| YTD | -41.3% | -55.2% | +13.8% | -30.4% |
| 1Y | -39.3% | -62.5% | +23.2% | -24.8% |
| 3Y | +803.2% | +14.1% | +789.1% | +602.2% |
| 5Y | +313.2% | -35.9% | +349.1% | +196.1% |
| All | +506.6% | -41.7% | +548.3% | +351.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling