-65.8%
JOBY vs KMX
+35.0%
-100.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.3% | +0.8% | +3.1% |
| 7D | -0.6% | +2.1% | -2.7% | -1.3% |
| 30D | -12.6% | +0.5% | -13.1% | -13.0% |
| 3M | -36.6% | -4.1% | -32.5% | -36.3% |
| 6M | -43.0% | +49.5% | -92.5% | -50.8% |
| YTD | -61.7% | +42.7% | -104.4% | -66.7% |
| 1Y | -65.8% | +35.3% | -101.1% | -70.2% |
| All | -65.8% | +35.0% | -100.8% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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