+358.7%
ALAB vs JOBY
+25.4%
+333.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -4.7% |
| 7D | +0.6% | -8.2% | +8.8% | +3.3% |
| 30D | -8.8% | -25.1% | +16.3% | +0.4% |
| 3M | -14.0% | -28.8% | +14.8% | -2.9% |
| 6M | +144.3% | -36.1% | +180.4% | +182.6% |
| YTD | +71.0% | -52.2% | +123.2% | +113.2% |
| 1Y | +23.5% | -52.4% | +75.9% | +51.5% |
| All | +358.7% | +25.4% | +333.3% | +294.5% |
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