-31.1%
JOBY vs KMB
-14.2%
-17.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | -6.3% |
| 7D | -5.9% | -8.6% | +2.7% | -6.3% |
| 30D | -27.1% | -7.5% | -19.6% | -27.4% |
| 3M | -30.7% | -0.6% | -30.1% | -31.0% |
| 6M | -36.1% | -1.5% | -34.5% | -36.2% |
| YTD | -51.4% | +1.6% | -53.0% | -51.4% |
| 1Y | -52.2% | -20.8% | -31.4% | -52.3% |
| 3Y | -12.1% | -12.4% | +0.3% | -13.6% |
| 5Y | -31.1% | -12.9% | -18.2% | -41.9% |
| All | -31.1% | -14.2% | -17.0% | -41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling