-35.8%
JOBY vs APD
+8.8%
-44.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | -3.4% | -2.2% | -1.2% | -2.5% |
| 30D | -13.6% | +2.1% | -15.7% | -14.4% |
| 3M | -39.5% | +7.2% | -46.7% | -41.6% |
| 6M | -31.9% | +11.2% | -43.1% | -35.6% |
| YTD | -48.9% | +24.4% | -73.3% | -54.5% |
| 1Y | -48.5% | +6.7% | -55.2% | -50.9% |
| 3Y | -8.0% | +9.2% | -17.3% | -14.4% |
| 5Y | -33.7% | +27.4% | -61.0% | -45.2% |
| All | -35.8% | +8.8% | -44.6% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling