+10.0%
JOBY vs AMIX
-99.9%
+109.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.9% |
| 7D | -3.4% | -13.7% | +10.3% | -3.2% |
| 30D | -13.6% | -62.1% | +48.5% | -12.1% |
| 3M | -39.5% | -46.2% | +6.7% | -41.5% |
| 6M | -31.9% | -46.4% | +14.6% | -34.3% |
| YTD | -48.9% | -60.3% | +11.3% | -50.3% |
| 1Y | -48.5% | -79.7% | +31.1% | -49.2% |
| All | +10.0% | -99.9% | +109.8% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling