+133.9%
ASML vs JOBY
-3.8%
+137.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.7% | +0.7% |
| 7D | +4.9% | -14.3% | +19.3% | +7.8% |
| 30D | -9.3% | +10.2% | -19.5% | -11.1% |
| 3M | -19.0% | -38.5% | +19.5% | -12.1% |
| 6M | -5.2% | -54.1% | +48.9% | +7.4% |
| YTD | +40.6% | -61.5% | +102.1% | +61.7% |
| 1Y | +47.5% | -65.7% | +113.2% | +71.9% |
| 3Y | +133.9% | -7.0% | +140.8% | +120.9% |
| All | +133.9% | -3.8% | +137.7% | +120.9% |
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