+11.6%
JOBY vs AMIX
-99.9%
+111.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +2.2% | -3.4% | +5.6% | +2.3% |
| 30D | -20.8% | -54.4% | +33.5% | -19.7% |
| 3M | -29.5% | -45.7% | +16.3% | -31.8% |
| 6M | -28.4% | -49.2% | +20.8% | -30.8% |
| YTD | -48.2% | -60.3% | +12.2% | -49.6% |
| 1Y | -49.1% | -81.4% | +32.3% | -49.6% |
| All | +11.6% | -99.9% | +111.4% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling