-48.5%
JOBY vs AEM
+40.5%
-89.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.2% |
| 7D | -3.4% | -0.5% | -2.9% | -3.3% |
| 30D | -13.6% | +24.0% | -37.6% | -24.9% |
| 3M | -39.5% | +16.1% | -55.6% | -45.3% |
| 6M | -31.9% | -11.6% | -20.2% | -29.1% |
| YTD | -48.9% | +21.5% | -70.5% | -56.8% |
| 1Y | -48.5% | +39.2% | -87.7% | -62.4% |
| All | -48.5% | +40.5% | -89.0% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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