+4.7%
JOBY vs AMIX
-99.9%
+104.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.1% |
| 7D | -5.9% | +1.6% | -7.4% | -5.9% |
| 30D | -27.1% | -50.8% | +23.7% | -26.2% |
| 3M | -30.7% | -46.3% | +15.5% | -33.0% |
| 6M | -36.1% | -49.9% | +13.8% | -38.2% |
| YTD | -51.4% | -60.4% | +9.1% | -52.7% |
| 1Y | -52.2% | -81.7% | +29.6% | -52.6% |
| All | +4.7% | -99.9% | +104.6% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMIX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling