+855.1%
APP vs JOBY
+12.1%
+843.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.7% | -2.5% |
| 7D | +61.1% | +22.1% | +39.0% | +54.4% |
| 30D | +42.8% | +8.8% | +33.9% | +40.3% |
| 3M | +16.7% | -32.8% | +49.5% | +27.0% |
| 6M | -15.6% | -45.5% | +29.9% | -5.1% |
| YTD | -41.3% | -55.2% | +13.8% | -32.7% |
| 1Y | -39.3% | -62.5% | +23.2% | -28.0% |
| All | +855.1% | +12.1% | +843.0% | +697.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling