-27.2%
JOBY vs AMC
-99.5%
+72.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +2.1% |
| 7D | +2.2% | -0.8% | +3.0% | +2.3% |
| 30D | -20.8% | -1.2% | -19.7% | -20.9% |
| 3M | -29.5% | +42.2% | -71.7% | -36.0% |
| 6M | -28.4% | +118.8% | -147.2% | -41.1% |
| YTD | -48.2% | +64.1% | -112.3% | -55.2% |
| 1Y | -49.1% | -9.5% | -39.5% | -50.8% |
| 3Y | -6.3% | -64.3% | +58.0% | -2.4% |
| 5Y | -27.2% | -99.5% | +72.2% | +45.4% |
| All | -27.2% | -99.5% | +72.2% | +45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling