+268.9%
AMAT vs JOBY
-30.0%
+298.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.7% |
| 7D | +7.0% | +2.2% | +4.8% | +6.5% |
| 30D | -12.2% | -20.8% | +8.6% | -8.2% |
| 3M | -3.8% | -29.5% | +25.6% | +2.6% |
| 6M | +45.9% | -28.4% | +74.3% | +54.4% |
| YTD | +84.6% | -48.2% | +132.8% | +105.6% |
| 1Y | +193.4% | -49.1% | +242.4% | +223.5% |
| 3Y | +228.1% | -6.3% | +234.4% | +196.0% |
| 5Y | +268.9% | -27.2% | +296.2% | +194.8% |
| All | +268.9% | -30.0% | +298.9% | +194.8% |
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