+376.3%
AMD vs JOBY
-30.0%
+406.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.5% |
| 7D | +10.0% | +2.2% | +7.8% | +9.3% |
| 30D | +4.6% | -20.8% | +25.5% | +11.3% |
| 3M | +3.1% | -29.5% | +32.6% | +13.3% |
| 6M | +162.8% | -28.4% | +191.2% | +187.9% |
| YTD | +136.2% | -48.2% | +184.3% | +177.1% |
| 1Y | +234.0% | -49.1% | +283.1% | +288.1% |
| 3Y | +376.7% | -6.3% | +383.0% | +322.6% |
| 5Y | +376.3% | -27.2% | +403.6% | +257.8% |
| All | +376.3% | -30.0% | +406.3% | +257.8% |
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