-53.3%
JOBY vs YUM
-2.1%
-51.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +0.5% |
| 7D | -5.2% | -6.1% | +0.9% | -7.4% |
| 30D | -19.7% | -5.8% | -13.9% | -21.4% |
| 3M | -31.7% | -7.6% | -24.1% | -33.2% |
| 6M | -37.5% | -9.1% | -28.4% | -38.8% |
| YTD | -51.6% | -5.5% | -46.1% | -51.4% |
| 1Y | -53.3% | -3.7% | -49.6% | -51.3% |
| All | -53.3% | -2.1% | -51.2% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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