-62.5%
JOBY vs AMIX
-89.3%
+26.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +8.8% | -13.0% | -4.4% |
| 7D | +22.1% | +11.4% | +10.6% | +21.8% |
| 30D | +8.8% | -40.5% | +49.3% | +9.9% |
| 3M | -32.8% | -80.1% | +47.3% | -30.8% |
| 6M | -45.5% | -74.8% | +29.3% | -43.7% |
| YTD | -55.2% | -84.0% | +28.8% | -52.9% |
| 1Y | -62.5% | -89.7% | +27.2% | -60.3% |
| All | -62.5% | -89.3% | +26.8% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling