-39.1%
JOBY vs APTV
-59.1%
+19.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -5.2% | -5.0% | -0.2% | -2.7% |
| 30D | -19.7% | -6.1% | -13.7% | -17.2% |
| 3M | -31.7% | -33.0% | +1.3% | -17.1% |
| 6M | -37.5% | -35.2% | -2.3% | -23.6% |
| YTD | -51.6% | -40.1% | -11.4% | -38.7% |
| 1Y | -53.3% | -45.6% | -7.7% | -37.5% |
| 3Y | -12.2% | -54.4% | +42.1% | +23.5% |
| 5Y | -31.3% | -68.9% | +37.6% | +11.8% |
| All | -39.1% | -59.1% | +19.9% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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