-14.7%
JBLU vs APTV
-55.4%
+40.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.4% |
| 7D | -5.0% | -5.0% | +0.1% | -2.3% |
| 30D | -23.9% | -6.1% | -17.8% | -21.4% |
| 3M | -11.6% | -33.0% | +21.3% | +8.6% |
| 6M | -0.2% | -35.2% | +35.0% | +22.5% |
| YTD | -3.3% | -40.1% | +36.9% | +24.5% |
| 1Y | -15.4% | -45.6% | +30.2% | +15.2% |
| 3Y | -14.7% | -54.4% | +39.6% | +12.7% |
| All | -14.7% | -55.4% | +40.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling