+147.1%
AMAT vs JOBY
-35.2%
+182.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +4.2% | +7.2% | +10.5% |
| 7D | -1.1% | +28.5% | -29.5% | -6.1% |
| 30D | -26.9% | +13.6% | -40.5% | -28.9% |
| 3M | -31.2% | -28.5% | -2.7% | -26.9% |
| 6M | -14.7% | -43.1% | +28.4% | -5.6% |
| YTD | +44.7% | -53.2% | +97.9% | +63.9% |
| 1Y | +62.0% | -58.5% | +120.5% | +86.6% |
| 3Y | +165.0% | +16.6% | +148.4% | +128.9% |
| 5Y | +147.1% | -34.7% | +181.8% | +82.1% |
| All | +147.1% | -35.2% | +182.3% | +82.1% |
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