-12.2%
JOBY vs KMI
+111.5%
-123.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -5.2% | -1.7% | -3.5% | -4.4% |
| 30D | -19.7% | -2.7% | -17.0% | -18.9% |
| 3M | -31.7% | -0.7% | -31.1% | -32.3% |
| 6M | -37.5% | -5.0% | -32.6% | -37.1% |
| YTD | -51.6% | +15.5% | -67.1% | -57.4% |
| 1Y | -53.3% | +16.4% | -69.7% | -59.3% |
| 3Y | -12.2% | +114.2% | -126.4% | -61.4% |
| All | -12.2% | +111.5% | -123.7% | -61.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling