-13.3%
JOBY vs AEM
+331.1%
-344.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.5% |
| 7D | -8.2% | -5.0% | -3.1% | -6.2% |
| 30D | -25.1% | +8.5% | -33.5% | -28.1% |
| 3M | -28.8% | +29.3% | -58.1% | -37.0% |
| 6M | -36.1% | -12.9% | -23.2% | -34.1% |
| YTD | -52.2% | +16.8% | -69.0% | -55.5% |
| 1Y | -52.4% | +29.8% | -82.2% | -57.0% |
| All | -13.3% | +331.1% | -344.4% | -53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling