+50.0%
JOBY vs KVUE
-20.4%
+70.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.2% | -5.1% | -0.1% | -4.7% |
| 30D | -19.7% | -6.3% | -13.4% | -19.2% |
| 3M | -31.7% | -0.5% | -31.2% | -31.9% |
| 6M | -37.5% | +3.1% | -40.6% | -38.0% |
| YTD | -51.6% | +6.7% | -58.3% | -52.2% |
| 1Y | -53.3% | -1.1% | -52.2% | -52.9% |
| 3Y | -12.2% | -8.7% | -3.5% | -13.6% |
| All | +50.0% | -20.4% | +70.4% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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