+13.1%
JOBY vs AHR
+356.1%
-343.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | -5.2% | -2.1% | -3.1% | -4.5% |
| 30D | -19.7% | +1.9% | -21.6% | -20.2% |
| 3M | -31.7% | +15.7% | -47.4% | -36.3% |
| 6M | -37.5% | +2.5% | -40.1% | -38.7% |
| YTD | -51.6% | +15.0% | -66.6% | -55.4% |
| 1Y | -53.3% | +28.1% | -81.4% | -59.7% |
| All | +13.1% | +356.1% | -343.0% | -48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling