-34.9%
JOBY vs KMB
-4.3%
-30.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.3% |
| 7D | +2.2% | -2.7% | +5.0% | +2.0% |
| 30D | -20.8% | -5.0% | -15.8% | -21.1% |
| 3M | -29.5% | +6.6% | -36.0% | -29.4% |
| 6M | -28.4% | +1.0% | -29.3% | -28.4% |
| YTD | -48.2% | +6.0% | -54.1% | -48.0% |
| 1Y | -49.1% | -16.6% | -32.4% | -49.4% |
| 3Y | -6.3% | -8.6% | +2.3% | -7.4% |
| 5Y | -27.2% | -10.9% | -16.4% | -31.7% |
| All | -34.9% | -4.3% | -30.6% | -36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling