-65.8%
JOBY vs AEE
+13.9%
-79.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.5% | +1.7% | +5.2% |
| 7D | -0.6% | +4.7% | -5.3% | +1.4% |
| 30D | -12.6% | +13.4% | -26.1% | -7.3% |
| 3M | -36.6% | +4.1% | -40.7% | -35.5% |
| 6M | -43.0% | +2.0% | -45.0% | -41.4% |
| YTD | -61.7% | +15.6% | -77.4% | -62.4% |
| 1Y | -65.8% | +14.1% | -79.9% | -65.6% |
| All | -65.8% | +13.9% | -79.7% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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