-48.5%
JOBY vs APO
+1.9%
-50.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -3.4% | -1.0% | -2.4% | -2.9% |
| 30D | -13.6% | +3.5% | -17.1% | -15.6% |
| 3M | -39.5% | +4.5% | -44.0% | -41.3% |
| 6M | -31.9% | +22.8% | -54.6% | -40.2% |
| YTD | -48.9% | -6.5% | -42.4% | -44.8% |
| 1Y | -48.5% | +0.8% | -49.4% | -48.1% |
| All | -48.5% | +1.9% | -50.4% | -48.1% |
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