+311.3%
ARM vs JOBY
-0.9%
+312.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.3% | +3.2% |
| 7D | +11.4% | +2.2% | +9.1% | +10.5% |
| 30D | -7.4% | -20.8% | +13.4% | 0.0% |
| 3M | -24.5% | -29.5% | +5.0% | -15.0% |
| 6M | +128.7% | -28.4% | +157.0% | +156.2% |
| YTD | +139.3% | -48.2% | +187.4% | +189.6% |
| 1Y | +88.0% | -49.1% | +137.0% | +122.2% |
| All | +311.3% | -0.9% | +312.1% | +251.3% |
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