-28.0%
JOBY vs AEIS
+232.6%
-260.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.9% | -3.7% | -2.0% |
| 7D | -5.2% | +2.3% | -7.5% | -6.7% |
| 30D | -19.7% | -14.8% | -4.9% | -11.6% |
| 3M | -31.7% | -15.6% | -16.1% | -26.9% |
| 6M | -37.5% | -8.7% | -28.8% | -38.8% |
| YTD | -51.6% | +37.3% | -88.9% | -66.3% |
| 1Y | -53.3% | +80.3% | -133.6% | -74.1% |
| 3Y | -12.2% | +177.9% | -190.2% | -66.9% |
| All | -28.0% | +232.6% | -260.6% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling