+60.6%
AMZN vs JOBY
-41.1%
+101.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -1.0% |
| 7D | -1.0% | -5.9% | +4.9% | -0.3% |
| 30D | -9.2% | -27.1% | +17.9% | -5.7% |
| 3M | +3.4% | -30.7% | +34.1% | +7.6% |
| 6M | +18.2% | -36.1% | +54.3% | +23.5% |
| YTD | +9.3% | -51.4% | +60.7% | +17.4% |
| 1Y | +5.9% | -52.2% | +58.1% | +12.7% |
| 3Y | +82.6% | -12.1% | +94.6% | +65.4% |
| 5Y | +44.9% | -31.1% | +76.0% | +17.2% |
| All | +60.6% | -41.1% | +101.7% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling