-38.9%
JOBY vs APTV
-60.0%
+21.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.7% | -3.5% | -4.7% |
| 7D | -5.9% | -1.2% | -4.7% | -5.5% |
| 30D | -27.1% | -10.6% | -16.5% | -22.8% |
| 3M | -30.7% | -35.0% | +4.3% | -14.4% |
| 6M | -36.1% | -38.9% | +2.8% | -19.2% |
| YTD | -51.4% | -41.5% | -9.9% | -37.7% |
| 1Y | -52.2% | -45.8% | -6.3% | -35.9% |
| 3Y | -12.1% | -55.7% | +43.6% | +25.9% |
| 5Y | -31.1% | -70.1% | +39.0% | +14.2% |
| All | -38.9% | -60.0% | +21.1% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling