+336.8%
AVGO vs JOBY
-13.5%
+350.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.1% |
| 7D | +1.1% | -5.2% | +6.3% | +2.1% |
| 30D | -13.0% | -19.7% | +6.7% | -9.4% |
| 3M | -6.0% | -31.7% | +25.8% | +0.4% |
| 6M | +6.4% | -37.5% | +43.9% | +14.6% |
| YTD | +5.0% | -51.6% | +56.6% | +16.9% |
| 1Y | +1.4% | -53.3% | +54.7% | +12.3% |
| 3Y | +336.8% | -12.2% | +349.0% | +322.4% |
| All | +336.8% | -13.5% | +350.3% | +322.4% |
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