+17.8%
AVGO vs JOBY
-48.4%
+66.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.7% |
| 7D | -3.0% | -3.4% | +0.5% | -2.2% |
| 30D | -14.4% | -13.6% | -0.8% | -11.5% |
| 3M | -14.4% | -39.5% | +25.1% | -5.0% |
| 6M | +13.1% | -31.9% | +45.0% | +22.1% |
| YTD | +3.8% | -48.9% | +52.7% | +16.4% |
| 1Y | +17.8% | -48.5% | +66.3% | +33.6% |
| All | +17.8% | -48.4% | +66.1% | +33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling