-39.9%
JOBY vs AMP
+230.5%
-270.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.9% |
| 7D | -8.2% | -2.0% | -6.1% | -6.6% |
| 30D | -25.1% | -1.7% | -23.4% | -24.1% |
| 3M | -28.8% | +23.2% | -52.0% | -40.2% |
| 6M | -36.1% | +22.2% | -58.3% | -46.1% |
| YTD | -52.2% | +14.0% | -66.2% | -57.7% |
| 1Y | -52.4% | +14.0% | -66.4% | -57.9% |
| 3Y | -13.6% | +67.0% | -80.6% | -43.8% |
| 5Y | -32.2% | +123.2% | -155.4% | -63.3% |
| All | -39.9% | +230.5% | -270.4% | -69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling