-53.3%
JOBY vs AMRZ
-24.2%
-29.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -5.2% | -7.5% | +2.3% | -2.2% |
| 30D | -19.7% | -12.4% | -7.3% | -15.4% |
| 3M | -31.7% | -22.4% | -9.3% | -24.9% |
| 6M | -37.5% | -29.5% | -8.0% | -28.4% |
| YTD | -51.6% | -24.1% | -27.4% | -47.2% |
| 1Y | -53.3% | -26.3% | -27.0% | -56.3% |
| All | -53.3% | -24.2% | -29.1% | -56.3% |
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