-65.8%
JOBY vs KMI
+26.0%
-91.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.1% | +8.2% | +2.6% |
| 7D | -0.6% | -5.2% | +4.7% | -2.5% |
| 30D | -12.6% | +1.2% | -13.9% | -12.1% |
| 3M | -36.6% | +1.3% | -38.0% | -36.1% |
| 6M | -43.0% | -1.1% | -41.9% | -42.7% |
| YTD | -61.7% | +19.0% | -80.7% | -64.5% |
| 1Y | -65.8% | +26.6% | -92.4% | -70.1% |
| All | -65.8% | +26.0% | -91.8% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling