-32.2%
AAL vs JOBY
-33.6%
+1.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -0.9% | -8.2% | +7.2% | +0.9% |
| 30D | -16.0% | -25.1% | +9.1% | -10.6% |
| 3M | -4.2% | -28.8% | +24.5% | +2.2% |
| 6M | +15.7% | -36.1% | +51.8% | +24.9% |
| YTD | -16.2% | -52.2% | +36.0% | -4.5% |
| 1Y | +0.2% | -52.4% | +52.6% | +12.5% |
| 3Y | -8.1% | -13.6% | +5.5% | -19.8% |
| 5Y | -32.2% | -32.2% | 0.0% | -50.1% |
| All | -32.2% | -33.6% | +1.5% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling