+18.6%
JBLU vs APTV
+180.7%
-162.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.4% | -1.2% |
| 7D | -4.8% | -1.8% | -3.0% | -3.9% |
| 30D | -24.4% | -7.9% | -16.5% | -21.2% |
| 3M | -4.8% | -29.9% | +25.2% | +13.4% |
| 6M | -0.5% | -36.6% | +36.1% | +23.0% |
| YTD | -3.5% | -40.0% | +36.4% | +22.8% |
| 1Y | -13.6% | -44.0% | +30.4% | +14.1% |
| 3Y | -15.3% | -54.5% | +39.3% | +21.4% |
| 5Y | -70.1% | -68.8% | -1.3% | -49.1% |
| 10Y | -72.9% | -16.9% | -56.0% | -74.0% |
| All | +18.6% | +180.7% | -162.0% | -32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling