-38.9%
JOBY vs AEIS
+238.9%
-277.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -5.5% |
| 7D | -5.9% | +6.5% | -12.3% | -9.5% |
| 30D | -27.1% | -9.2% | -17.9% | -23.7% |
| 3M | -30.7% | -8.3% | -22.4% | -30.0% |
| 6M | -36.1% | -6.3% | -29.7% | -37.8% |
| YTD | -51.4% | +36.5% | -87.9% | -64.1% |
| 1Y | -52.2% | +84.8% | -136.9% | -71.5% |
| 3Y | -12.1% | +176.6% | -188.6% | -61.0% |
| 5Y | -31.1% | +237.1% | -268.2% | -73.0% |
| All | -38.9% | +238.9% | -277.7% | -75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling