-11.3%
ABT vs JOBY
-32.0%
+20.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.6% | -1.4% |
| 7D | -5.9% | -5.2% | -0.7% | -5.7% |
| 30D | -8.1% | -19.7% | +11.6% | -7.5% |
| 3M | +14.5% | -31.7% | +46.3% | +15.8% |
| 6M | -6.3% | -37.5% | +31.3% | -5.2% |
| YTD | -17.1% | -51.6% | +34.5% | -15.5% |
| 1Y | -21.4% | -53.3% | +31.9% | -20.1% |
| 3Y | +5.9% | -12.2% | +18.2% | +1.2% |
| All | -11.3% | -32.0% | +20.8% | -20.4% |
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 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