-11.1%
AXP vs JOBY
-68.1%
+57.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.3% |
| 7D | -0.1% | -14.3% | +14.2% | +1.5% |
| 30D | +4.4% | +10.2% | -5.7% | +3.0% |
| 3M | -6.4% | -38.5% | +32.1% | -1.1% |
| 6M | +4.2% | -54.1% | +58.2% | +13.0% |
| YTD | -12.4% | -61.5% | +49.2% | -4.5% |
| 1Y | -11.1% | -65.7% | +54.5% | -1.3% |
| All | -11.1% | -68.1% | +57.0% | -1.3% |
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 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