-48.5%
JOBY vs AMRZ
-14.5%
-34.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -3.4% | -1.9% | -1.5% | -2.7% |
| 30D | -13.6% | -16.9% | +3.3% | -7.1% |
| 3M | -39.5% | -19.2% | -20.3% | -34.2% |
| 6M | -31.9% | -29.3% | -2.6% | -21.4% |
| YTD | -48.9% | -18.0% | -31.0% | -46.0% |
| 1Y | -48.5% | -15.1% | -33.5% | -47.9% |
| All | -48.5% | -14.5% | -34.1% | -47.9% |
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