-13.3%
JOBY vs AME
+54.6%
-67.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -0.9% |
| 7D | -8.2% | 0.0% | -8.2% | -8.2% |
| 30D | -25.1% | -8.6% | -16.5% | -18.7% |
| 3M | -28.8% | +5.8% | -34.6% | -32.3% |
| 6M | -36.1% | +3.8% | -40.0% | -38.3% |
| YTD | -52.2% | +14.4% | -66.6% | -57.8% |
| 1Y | -52.4% | +25.8% | -78.2% | -61.5% |
| All | -13.3% | +54.6% | -67.9% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 3y: compounded portfolio wealth divided by compounded AME 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…
3y analysis · Full analysis span regression · 6 months rolling