-45.3%
JOBY vs AMIX
-79.2%
+34.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -20.0% | +19.3% | -0.3% |
| 7D | +16.4% | -8.1% | +24.5% | +16.5% |
| 30D | +14.4% | -52.3% | +66.7% | +15.8% |
| 3M | -30.2% | -83.8% | +53.6% | -28.1% |
| 6M | -45.3% | -79.0% | +33.7% | -38.1% |
| All | -45.3% | -79.2% | +34.0% | -38.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling