-65.5%
BABA vs JOBY
-51.0%
-14.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.2% | +2.1% | -5.7% |
| 7D | -12.7% | +0.8% | -13.4% | -12.9% |
| 30D | -14.9% | +7.9% | -22.8% | -16.0% |
| 3M | -24.6% | -32.9% | +8.3% | -20.3% |
| 6M | -29.3% | -49.1% | +19.7% | -22.6% |
| YTD | -35.0% | -59.5% | +24.5% | -27.2% |
| 1Y | -39.7% | -67.2% | +27.5% | -30.6% |
| 3Y | +21.2% | +2.9% | +18.3% | +5.2% |
| 5Y | -39.9% | -41.3% | +1.4% | -50.5% |
| All | -65.5% | -51.0% | -14.5% | -70.1% |
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