-6.7%
AXP vs JOBY
-67.8%
+61.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.1% | -1.9% | +1.7% |
| 7D | +4.6% | -0.6% | +5.2% | +4.7% |
| 30D | +9.7% | -12.6% | +22.4% | +11.4% |
| 3M | -3.8% | -36.6% | +32.9% | +1.4% |
| 6M | +4.8% | -43.0% | +47.8% | +9.9% |
| YTD | -9.1% | -61.7% | +52.7% | -0.3% |
| 1Y | -6.7% | -65.8% | +59.1% | +3.6% |
| All | -6.7% | -67.8% | +61.1% | +3.6% |
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