-45.9%
JOBY vs AFRM
-56.8%
+10.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.4% |
| 7D | -14.3% | -4.4% | -9.9% | -12.7% |
| 30D | +10.2% | -7.7% | +17.9% | +13.3% |
| 3M | -38.5% | -16.9% | -21.6% | -34.5% |
| 6M | -54.1% | +2.5% | -56.6% | -55.1% |
| YTD | -61.5% | -12.5% | -49.0% | -60.6% |
| 1Y | -65.7% | -11.0% | -54.6% | -65.2% |
| 3Y | -7.0% | +184.6% | -191.5% | -45.6% |
| All | -45.9% | -56.8% | +10.9% | -52.5% |
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