+1,265.7%
AAOI vs JOBY
-41.4%
+1,307.0%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.5% |
| 7D | -0.2% | -5.2% | +5.0% | +2.1% |
| 30D | -23.7% | -19.7% | -4.0% | -16.3% |
| 3M | -39.0% | -31.7% | -7.3% | -27.4% |
| 6M | -17.0% | -37.5% | +20.5% | +1.3% |
| YTD | +202.2% | -51.6% | +253.8% | +304.6% |
| 1Y | +292.4% | -53.3% | +345.7% | +427.4% |
| 3Y | +804.4% | -12.2% | +816.6% | +766.6% |
| 5Y | +1,318.0% | -31.3% | +1,349.3% | +1,124.4% |
| All | +1,265.7% | -41.4% | +1,307.0% | +1,199.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling