+65.7%
AMGN vs JOBY
-67.8%
+133.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.4% | +3.6% |
| 7D | +5.9% | -0.6% | +6.5% | +5.9% |
| 30D | +18.7% | -12.6% | +31.4% | +19.0% |
| 3M | +23.4% | -36.6% | +60.0% | +24.5% |
| 6M | +49.7% | -43.0% | +92.7% | +50.3% |
| YTD | +49.2% | -61.7% | +110.9% | +50.4% |
| 1Y | +65.7% | -65.8% | +131.5% | +69.0% |
| All | +65.7% | -67.8% | +133.6% | +69.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling