-53.3%
JOBY vs AHR
+26.4%
-79.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.1% |
| 7D | -5.2% | -2.1% | -3.1% | -5.5% |
| 30D | -19.7% | +1.9% | -21.6% | -19.4% |
| 3M | -31.7% | +15.7% | -47.4% | -31.5% |
| 6M | -37.5% | +2.5% | -40.1% | -36.3% |
| YTD | -51.6% | +15.0% | -66.6% | -50.4% |
| 1Y | -53.3% | +28.1% | -81.4% | -53.7% |
| All | -53.3% | +26.4% | -79.7% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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