-53.3%
JOBY vs AEIS
+81.9%
-135.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.9% | -3.7% | -1.0% |
| 7D | -5.2% | +2.3% | -7.5% | -6.2% |
| 30D | -19.7% | -14.8% | -4.9% | -14.0% |
| 3M | -31.7% | -15.6% | -16.1% | -28.3% |
| 6M | -37.5% | -8.7% | -28.8% | -38.3% |
| YTD | -51.6% | +37.3% | -88.9% | -63.6% |
| 1Y | -53.3% | +80.3% | -133.6% | -69.6% |
| All | -53.3% | +81.9% | -135.2% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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