+189.2%
AAPL vs JOBY
-42.1%
+231.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +3.7% |
| 7D | -0.5% | -8.2% | +7.7% | +0.2% |
| 30D | +7.1% | -25.1% | +32.2% | +9.8% |
| 3M | +12.1% | -28.8% | +40.9% | +15.1% |
| 6M | +25.4% | -36.1% | +61.6% | +29.3% |
| YTD | +20.5% | -52.2% | +72.6% | +26.8% |
| 1Y | +44.5% | -52.4% | +96.9% | +51.0% |
| 3Y | +85.8% | -13.6% | +99.3% | +72.5% |
| 5Y | +124.8% | -32.2% | +156.9% | +93.8% |
| All | +189.2% | -42.1% | +231.3% | +146.6% |
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