-7.5%
ASML vs JOBY
-33.1%
+25.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +11.9% | -6.9% | +0.9% |
| 7D | -9.0% | +21.0% | -30.0% | -15.3% |
| 30D | -21.0% | +3.1% | -24.1% | -21.8% |
| 3M | -16.3% | -27.9% | +11.7% | -5.0% |
| 6M | -7.5% | -43.6% | +36.1% | +16.6% |
| All | -7.5% | -33.1% | +25.6% | +16.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling