+505.9%
AMD vs JOBY
-42.1%
+548.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.6% | -2.9% |
| 7D | +10.4% | -8.2% | +18.6% | +12.7% |
| 30D | +6.2% | -25.1% | +31.2% | +13.8% |
| 3M | +11.3% | -28.8% | +40.1% | +20.9% |
| 6M | +147.8% | -36.1% | +183.9% | +176.7% |
| YTD | +135.2% | -52.2% | +187.3% | +177.5% |
| 1Y | +215.7% | -52.4% | +268.1% | +268.6% |
| 3Y | +374.7% | -13.6% | +388.3% | +338.1% |
| 5Y | +378.7% | -32.2% | +410.9% | +285.0% |
| All | +505.9% | -42.1% | +548.0% | +433.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling