+696.9%
AVGO vs JOBY
-32.0%
+728.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.1% |
| 7D | +1.1% | -5.2% | +6.3% | +2.0% |
| 30D | -13.0% | -19.7% | +6.7% | -9.7% |
| 3M | -6.0% | -31.7% | +25.8% | 0.0% |
| 6M | +6.4% | -37.5% | +43.9% | +14.0% |
| YTD | +5.0% | -51.6% | +56.6% | +16.2% |
| 1Y | +1.4% | -53.3% | +54.7% | +11.7% |
| 3Y | +336.8% | -12.2% | +349.0% | +306.0% |
| All | +696.9% | -32.0% | +728.9% | +564.3% |
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