-41.3%
JOBY vs AMT
-18.7%
-22.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.2% | -8.9% | -9.1% |
| 7D | +0.8% | -2.2% | +2.9% | +1.4% |
| 30D | +7.9% | +5.8% | +2.1% | +5.3% |
| 3M | -32.9% | +12.6% | -45.5% | -36.4% |
| 6M | -49.1% | +8.3% | -57.4% | -51.6% |
| YTD | -59.5% | +11.4% | -71.0% | -62.4% |
| 1Y | -67.2% | +7.7% | -75.0% | -69.0% |
| 3Y | +2.9% | +14.8% | -11.9% | -14.0% |
| 5Y | -41.3% | -18.0% | -23.4% | -41.8% |
| All | -41.3% | -18.7% | -22.7% | -41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling