-39.9%
JOBY vs AMT
-17.6%
-22.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.2% |
| 7D | -8.2% | -2.7% | -5.5% | -7.2% |
| 30D | -25.1% | +2.0% | -27.1% | -25.7% |
| 3M | -28.8% | -9.3% | -19.5% | -26.5% |
| 6M | -36.1% | -5.2% | -30.9% | -35.6% |
| YTD | -52.2% | +0.5% | -52.7% | -53.4% |
| 1Y | -52.4% | -7.3% | -45.1% | -51.9% |
| 3Y | -13.6% | +6.2% | -19.8% | -23.8% |
| 5Y | -32.2% | -31.2% | -1.0% | -30.0% |
| All | -39.9% | -17.6% | -22.3% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling