-1.4%
AAL vs JOBY
-41.4%
+39.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | 0.0% | +1.0% |
| 7D | -0.9% | -5.2% | +4.3% | +0.1% |
| 30D | -12.9% | -19.7% | +6.9% | -8.9% |
| 3M | -11.2% | -31.7% | +20.5% | -4.8% |
| 6M | +17.8% | -37.5% | +55.4% | +27.2% |
| YTD | -15.1% | -51.6% | +36.5% | -4.4% |
| 1Y | +0.5% | -53.3% | +53.8% | +12.5% |
| 3Y | -7.7% | -12.2% | +4.6% | -18.4% |
| 5Y | -31.3% | -31.3% | -0.1% | -46.4% |
| All | -1.4% | -41.4% | +39.9% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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