-39.1%
JOBY vs APO
+236.5%
-275.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.7% |
| 7D | -5.2% | -3.5% | -1.7% | -2.9% |
| 30D | -19.7% | -6.6% | -13.2% | -16.1% |
| 3M | -31.7% | -3.3% | -28.5% | -30.7% |
| 6M | -37.5% | +22.6% | -60.1% | -46.7% |
| YTD | -51.6% | -9.8% | -41.8% | -49.2% |
| 1Y | -53.3% | -3.9% | -49.4% | -53.2% |
| 3Y | -12.2% | +52.5% | -64.7% | -34.9% |
| 5Y | -31.3% | +134.0% | -165.3% | -61.0% |
| All | -39.1% | +236.5% | -275.6% | -65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling