-7.0%
JOBY vs APD
+29.7%
-36.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | -14.3% | +3.8% | -18.2% | -15.5% |
| 30D | +10.2% | +8.2% | +2.0% | +6.8% |
| 3M | -38.5% | +4.3% | -42.8% | -39.6% |
| 6M | -54.1% | +4.7% | -58.8% | -55.1% |
| YTD | -61.5% | +31.5% | -93.1% | -66.4% |
| 1Y | -65.7% | +23.5% | -89.2% | -69.2% |
| 3Y | -7.0% | +29.1% | -36.1% | -15.0% |
| All | -7.0% | +29.7% | -36.7% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling