+108.6%
ASML vs JOBY
-34.8%
+143.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.1% | +4.5% |
| 7D | +1.1% | -3.4% | +4.5% | +1.7% |
| 30D | +2.2% | -13.6% | +15.8% | +4.8% |
| 3M | -2.3% | -39.5% | +37.2% | +6.6% |
| 6M | +23.0% | -31.9% | +54.8% | +30.7% |
| YTD | +61.1% | -48.9% | +110.0% | +78.7% |
| 1Y | +129.1% | -48.5% | +177.7% | +150.9% |
| 3Y | +165.4% | -8.0% | +173.4% | +137.2% |
| All | +108.6% | -34.8% | +143.4% | +61.7% |
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