-29.9%
BABA vs JOBY
-30.0%
+0.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -0.2% | +2.2% | -2.4% | -0.5% |
| 30D | -12.3% | -20.8% | +8.6% | -8.9% |
| 3M | -5.3% | -29.5% | +24.2% | -0.5% |
| 6M | -13.1% | -28.4% | +15.3% | -9.5% |
| YTD | -22.4% | -48.2% | +25.7% | -15.5% |
| 1Y | -19.5% | -49.1% | +29.6% | -13.3% |
| 3Y | +32.9% | -6.3% | +39.2% | +16.3% |
| 5Y | -29.9% | -27.2% | -2.6% | -43.9% |
| All | -29.9% | -30.0% | +0.1% | -43.9% |
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