-7.0%
JOBY vs AXON
+44.5%
-51.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.7% | -7.6% | -5.6% |
| 7D | -14.3% | +0.8% | -15.1% | -14.6% |
| 30D | +10.2% | -22.8% | +33.0% | +16.2% |
| 3M | -38.5% | -48.8% | +10.3% | -27.2% |
| 6M | -54.1% | -16.3% | -37.8% | -54.2% |
| YTD | -61.5% | -44.5% | -17.1% | -56.8% |
| 1Y | -65.7% | -43.4% | -22.3% | -61.6% |
| 3Y | -7.0% | +44.3% | -51.2% | -14.6% |
| All | -7.0% | +44.5% | -51.5% | -14.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling