-35.8%
JOBY vs AXON
+307.6%
-343.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -0.4% |
| 7D | -3.4% | -14.2% | +10.7% | +1.6% |
| 30D | -13.6% | -15.4% | +1.8% | -9.6% |
| 3M | -39.5% | +0.5% | -40.0% | -41.0% |
| 6M | -31.9% | -9.5% | -22.3% | -32.0% |
| YTD | -48.9% | -9.2% | -39.7% | -49.4% |
| 1Y | -48.5% | -29.4% | -19.2% | -44.4% |
| 3Y | -8.0% | +139.4% | -147.5% | -42.6% |
| 5Y | -33.7% | +178.9% | -212.6% | -66.6% |
| All | -35.8% | +307.6% | -343.4% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling