-28.0%
JOBY vs AME
+89.9%
-117.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | -1.9% |
| 7D | -5.2% | +1.7% | -6.9% | -6.8% |
| 30D | -19.7% | -6.4% | -13.3% | -14.6% |
| 3M | -31.7% | +7.1% | -38.8% | -36.1% |
| 6M | -37.5% | +8.2% | -45.7% | -42.1% |
| YTD | -51.6% | +18.2% | -69.8% | -59.0% |
| 1Y | -53.3% | +26.7% | -80.0% | -63.1% |
| 3Y | -12.2% | +60.7% | -72.9% | -46.2% |
| All | -28.0% | +89.9% | -117.9% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling