-11.8%
JOBY vs APD
+6.4%
-18.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.3% | -5.8% |
| 7D | -5.9% | -4.6% | -1.3% | -4.1% |
| 30D | -27.1% | -4.2% | -22.9% | -25.9% |
| 3M | -30.7% | +5.0% | -35.7% | -32.3% |
| 6M | -36.1% | +8.9% | -45.0% | -38.9% |
| YTD | -51.4% | +21.9% | -73.3% | -56.1% |
| 1Y | -52.2% | +5.6% | -57.7% | -53.7% |
| All | -11.8% | +6.4% | -18.2% | -13.8% |
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