+87.8%
AAPL vs JOBY
-13.5%
+101.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.7% |
| 7D | +3.8% | -5.2% | +9.0% | +4.2% |
| 30D | +9.9% | -19.7% | +29.7% | +11.4% |
| 3M | +12.5% | -31.7% | +44.2% | +15.0% |
| 6M | +27.6% | -37.5% | +65.2% | +30.7% |
| YTD | +22.6% | -51.6% | +74.1% | +27.0% |
| 1Y | +45.0% | -53.3% | +98.3% | +49.7% |
| 3Y | +87.8% | -12.2% | +100.0% | +81.7% |
| All | +87.8% | -13.5% | +101.3% | +81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling