-39.9%
JOBY vs APO
+233.7%
-273.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -0.1% |
| 7D | -8.2% | -4.9% | -3.3% | -5.0% |
| 30D | -25.1% | -8.4% | -16.6% | -20.6% |
| 3M | -28.8% | -2.1% | -26.7% | -28.3% |
| 6M | -36.1% | +19.2% | -55.4% | -44.5% |
| YTD | -52.2% | -10.5% | -41.7% | -49.5% |
| 1Y | -52.4% | -2.7% | -49.7% | -52.7% |
| 3Y | -13.6% | +52.5% | -66.0% | -35.8% |
| 5Y | -32.2% | +132.1% | -164.2% | -61.3% |
| All | -39.9% | +233.7% | -273.6% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling