-65.8%
JOBY vs APO
-5.6%
-60.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.1% | -4.0% | +0.3% |
| 7D | -0.6% | +8.2% | -8.8% | -4.5% |
| 30D | -12.6% | +6.4% | -19.1% | -15.5% |
| 3M | -36.6% | -7.4% | -29.2% | -34.5% |
| 6M | -43.0% | -4.2% | -38.8% | -42.5% |
| YTD | -61.7% | -14.1% | -47.6% | -55.7% |
| 1Y | -65.8% | -4.4% | -61.4% | -64.4% |
| All | -65.8% | -5.6% | -60.1% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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