-62.4%
BABA vs JOBY
-45.7%
-16.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -1.9% |
| 7D | +2.4% | +22.1% | -19.7% | -0.8% |
| 30D | -7.8% | +8.8% | -16.6% | -9.2% |
| 3M | -22.4% | -32.8% | +10.4% | -17.9% |
| 6M | -26.0% | -45.5% | +19.6% | -19.8% |
| YTD | -29.3% | -55.2% | +25.9% | -22.0% |
| 1Y | -37.5% | -62.5% | +24.9% | -29.6% |
| 3Y | +31.9% | +14.1% | +17.8% | +12.7% |
| 5Y | -33.4% | -35.9% | +2.5% | -45.9% |
| All | -62.4% | -45.7% | -16.7% | -67.9% |
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 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