-26.6%
JOBY vs AFRM
-18.1%
-8.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +2.2% | +3.1% | -0.8% | +1.0% |
| 30D | -20.8% | -4.2% | -16.6% | -19.7% |
| 3M | -29.5% | +10.1% | -39.6% | -32.2% |
| 6M | -28.4% | +39.4% | -67.8% | -37.6% |
| YTD | -48.2% | -3.2% | -45.0% | -48.6% |
| 1Y | -49.1% | -16.1% | -33.0% | -47.2% |
| 3Y | -6.3% | +220.8% | -227.1% | -46.1% |
| All | -26.6% | -18.1% | -8.5% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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