-51.6%
JOBY vs AMT
-7.7%
-43.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.8% | -5.2% |
| 7D | -14.3% | +1.5% | -15.8% | -14.8% |
| 30D | +10.2% | +6.8% | +3.4% | +7.4% |
| 3M | -38.5% | +11.2% | -49.7% | -41.2% |
| 6M | -54.1% | +12.5% | -66.5% | -56.8% |
| YTD | -61.5% | +12.5% | -74.0% | -64.2% |
| 1Y | -65.7% | +10.1% | -75.8% | -67.7% |
| 3Y | -7.0% | +16.0% | -23.0% | -20.5% |
| 5Y | -44.2% | -17.2% | -27.0% | -45.3% |
| All | -51.6% | -7.7% | -43.9% | -57.1% |
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