-11.8%
JOBY vs KMB
-12.8%
+1.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | -6.3% |
| 7D | -5.9% | -8.6% | +2.7% | -6.4% |
| 30D | -27.1% | -7.5% | -19.6% | -27.5% |
| 3M | -30.7% | -0.6% | -30.1% | -31.1% |
| 6M | -36.1% | -1.5% | -34.5% | -36.3% |
| YTD | -51.4% | +1.6% | -53.0% | -51.5% |
| 1Y | -52.2% | -20.8% | -31.4% | -52.1% |
| All | -11.8% | -12.8% | +1.0% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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