-12.2%
JOBY vs AMP
+66.7%
-78.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +0.7% |
| 7D | -5.2% | -0.5% | -4.7% | -4.8% |
| 30D | -19.7% | -1.3% | -18.4% | -18.9% |
| 3M | -31.7% | +24.2% | -55.9% | -43.6% |
| 6M | -37.5% | +24.6% | -62.1% | -48.6% |
| YTD | -51.6% | +14.8% | -66.4% | -57.7% |
| 1Y | -53.3% | +12.8% | -66.1% | -58.4% |
| 3Y | -12.2% | +69.0% | -81.2% | -52.8% |
| All | -12.2% | +66.7% | -78.9% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling