-28.0%
JOBY vs AEE
+38.7%
-66.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | -0.8% | -4.4% | -5.0% |
| 30D | -19.7% | -2.9% | -16.8% | -19.2% |
| 3M | -31.7% | -2.4% | -29.3% | -31.7% |
| 6M | -37.5% | -2.7% | -34.8% | -37.7% |
| YTD | -51.6% | +7.3% | -58.9% | -53.4% |
| 1Y | -53.3% | +7.5% | -60.8% | -55.0% |
| 3Y | -12.2% | +46.2% | -58.4% | -24.3% |
| All | -28.0% | +38.7% | -66.7% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling