-70.7%
JBLU vs APTV
-69.3%
-1.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.4% |
| 7D | -5.0% | -5.0% | +0.1% | -2.0% |
| 30D | -23.9% | -6.1% | -17.8% | -21.1% |
| 3M | -11.6% | -33.0% | +21.3% | +10.6% |
| 6M | -0.2% | -35.2% | +35.0% | +24.8% |
| YTD | -3.3% | -40.1% | +36.9% | +27.1% |
| 1Y | -15.4% | -45.6% | +30.2% | +18.0% |
| 3Y | -14.7% | -54.4% | +39.6% | +26.7% |
| All | -70.7% | -69.3% | -1.5% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling