-38.9%
JOBY vs AMC
-94.2%
+55.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.9% | -2.2% | -6.0% |
| 7D | -5.9% | -6.8% | +1.0% | -5.6% |
| 30D | -27.1% | +1.7% | -28.8% | -27.2% |
| 3M | -30.7% | +26.8% | -57.5% | -31.9% |
| 6M | -36.1% | +117.7% | -153.8% | -38.9% |
| YTD | -51.4% | +57.7% | -109.1% | -52.9% |
| 1Y | -52.2% | -12.5% | -39.7% | -52.5% |
| 3Y | -12.1% | -65.7% | +53.7% | -11.2% |
| 5Y | -31.1% | -99.5% | +68.4% | -26.7% |
| All | -38.9% | -94.2% | +55.4% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling