-35.8%
JOBY vs AMT
-16.2%
-19.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | -3.4% | -0.2% | -3.2% | -3.4% |
| 30D | -13.6% | +4.6% | -18.2% | -15.1% |
| 3M | -39.5% | -8.4% | -31.0% | -37.8% |
| 6M | -31.9% | -6.0% | -25.8% | -31.0% |
| YTD | -48.9% | +2.1% | -51.1% | -50.5% |
| 1Y | -48.5% | -6.4% | -42.2% | -48.2% |
| 3Y | -8.0% | +8.1% | -16.1% | -19.5% |
| 5Y | -33.7% | -31.9% | -1.7% | -31.7% |
| All | -35.8% | -16.2% | -19.6% | -40.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling