+391.7%
APP vs JOBY
-33.6%
+425.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.7% |
| 7D | +0.9% | -3.4% | +4.3% | +1.8% |
| 30D | -23.3% | -13.6% | -9.7% | -20.7% |
| 3M | -42.6% | -39.5% | -3.1% | -35.5% |
| 6M | -33.6% | -31.9% | -1.8% | -28.6% |
| YTD | -52.4% | -48.9% | -3.5% | -45.5% |
| 1Y | -35.9% | -48.5% | +12.7% | -28.6% |
| 3Y | +642.2% | -8.0% | +650.3% | +513.6% |
| 5Y | +311.1% | -33.7% | +344.7% | +186.2% |
| All | +391.7% | -33.6% | +425.3% | +252.9% |
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