-39.1%
JOBY vs AEM
+191.0%
-230.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +0.7% |
| 7D | -5.2% | -2.1% | -3.1% | -4.6% |
| 30D | -19.7% | +8.4% | -28.2% | -21.9% |
| 3M | -31.7% | +27.3% | -59.0% | -36.8% |
| 6M | -37.5% | -9.7% | -27.9% | -36.7% |
| YTD | -51.6% | +19.0% | -70.5% | -53.9% |
| 1Y | -53.3% | +31.5% | -84.8% | -56.4% |
| 3Y | -12.2% | +338.7% | -350.9% | -35.7% |
| 5Y | -31.3% | +307.4% | -338.7% | -50.1% |
| All | -39.1% | +191.0% | -230.1% | -56.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling