-65.8%
JOBY vs AMRZ
-11.5%
-54.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.2% | -1.1% | +1.9% |
| 7D | -0.6% | +10.3% | -10.9% | -4.8% |
| 30D | -12.6% | +18.7% | -31.3% | -18.9% |
| 3M | -36.6% | -14.6% | -22.0% | -33.1% |
| 6M | -43.0% | -12.9% | -30.1% | -40.5% |
| YTD | -61.7% | -17.4% | -44.4% | -60.5% |
| 1Y | -65.8% | -12.3% | -53.5% | -66.0% |
| All | -65.8% | -11.5% | -54.3% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling