-34.9%
JOBY vs APA
+423.0%
-457.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.1% |
| 7D | +2.2% | -1.7% | +3.9% | +2.6% |
| 30D | -20.8% | +15.7% | -36.6% | -23.3% |
| 3M | -29.5% | +16.5% | -45.9% | -32.3% |
| 6M | -28.4% | +35.1% | -63.5% | -34.9% |
| YTD | -48.2% | +82.2% | -130.4% | -56.6% |
| 1Y | -49.1% | +102.5% | -151.5% | -59.0% |
| 3Y | -6.3% | +10.3% | -16.6% | -15.3% |
| 5Y | -27.2% | +166.1% | -193.4% | -46.4% |
| All | -34.9% | +423.0% | -457.9% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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