+48.5%
AMZN vs JOBY
-32.0%
+80.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.7% | +1.8% |
| 7D | -0.7% | -5.2% | +4.5% | 0.0% |
| 30D | -3.9% | -19.7% | +15.8% | -1.1% |
| 3M | +6.3% | -31.7% | +38.1% | +11.3% |
| 6M | +20.8% | -37.5% | +58.3% | +26.9% |
| YTD | +11.2% | -51.6% | +62.8% | +20.2% |
| 1Y | +11.7% | -53.3% | +65.0% | +19.8% |
| 3Y | +79.4% | -12.2% | +91.7% | +60.3% |
| All | +48.5% | -32.0% | +80.6% | +11.0% |
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 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