+855.3%
AXTI vs JOBY
-41.4%
+896.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | +5.1% | -5.2% | +10.3% | +6.7% |
| 30D | -17.5% | -19.7% | +2.3% | -12.2% |
| 3M | -26.7% | -31.7% | +5.0% | -17.7% |
| 6M | +36.8% | -37.5% | +74.3% | +56.0% |
| YTD | +296.1% | -51.6% | +347.7% | +375.3% |
| 1Y | +1,810.6% | -53.3% | +1,863.9% | +2,199.6% |
| 3Y | +2,587.6% | -12.2% | +2,599.8% | +2,479.3% |
| 5Y | +601.7% | -31.3% | +633.0% | +533.8% |
| All | +855.3% | -41.4% | +896.7% | +1,103.8% |
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