-31.1%
JOBY vs AXON
+167.8%
-198.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.1% | -5.0% |
| 7D | -5.9% | -3.3% | -2.5% | -4.7% |
| 30D | -27.1% | -17.8% | -9.3% | -21.9% |
| 3M | -30.7% | +8.3% | -39.0% | -34.9% |
| 6M | -36.1% | -12.4% | -23.7% | -35.4% |
| YTD | -51.4% | -13.7% | -37.6% | -50.9% |
| 1Y | -52.2% | -33.1% | -19.1% | -46.8% |
| 3Y | -12.1% | +128.2% | -140.3% | -49.6% |
| 5Y | -31.1% | +170.5% | -201.6% | -68.2% |
| All | -31.1% | +167.8% | -198.9% | -68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling