-53.3%
JOBY vs APD
+3.9%
-57.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.3% |
| 7D | -5.2% | -3.3% | -1.9% | -5.3% |
| 30D | -19.7% | -4.2% | -15.6% | -19.8% |
| 3M | -31.7% | +5.4% | -37.2% | -31.6% |
| 6M | -37.5% | +6.3% | -43.8% | -37.5% |
| YTD | -51.6% | +20.3% | -71.9% | -51.3% |
| 1Y | -53.3% | +1.6% | -54.9% | -48.9% |
| All | -53.3% | +3.9% | -57.2% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling