-51.6%
JOBY vs AXON
+149.3%
-201.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.7% | -7.6% | -5.7% |
| 7D | -14.3% | +0.8% | -15.1% | -14.6% |
| 30D | +10.2% | -22.8% | +33.0% | +17.7% |
| 3M | -38.5% | -48.8% | +10.3% | -24.7% |
| 6M | -54.1% | -16.3% | -37.8% | -54.0% |
| YTD | -61.5% | -44.5% | -17.1% | -55.9% |
| 1Y | -65.7% | -43.4% | -22.3% | -60.8% |
| 3Y | -7.0% | +44.3% | -51.2% | -32.4% |
| 5Y | -44.2% | +85.1% | -129.3% | -68.0% |
| All | -51.6% | +149.3% | -201.0% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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