+991.8%
AVGO vs JOBY
-41.1%
+1,032.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.0% | -0.1% |
| 7D | -0.8% | -5.9% | +5.1% | +0.2% |
| 30D | -13.7% | -27.1% | +13.4% | -9.3% |
| 3M | -6.9% | -30.7% | +23.8% | -1.6% |
| 6M | +5.8% | -36.1% | +41.8% | +12.5% |
| YTD | +5.7% | -51.4% | +57.0% | +16.3% |
| 1Y | +9.0% | -52.2% | +61.2% | +19.1% |
| 3Y | +340.5% | -12.1% | +352.6% | +311.9% |
| 5Y | +711.1% | -31.1% | +742.2% | +605.9% |
| All | +991.8% | -41.1% | +1,032.9% | +860.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling