-65.8%
JOBY vs ZM
+8.0%
-73.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | -0.6% | -8.4% | +7.8% | +1.2% |
| 30D | -12.6% | -1.9% | -10.7% | -12.3% |
| 3M | -36.6% | -10.1% | -26.6% | -35.3% |
| 6M | -43.0% | -13.9% | -29.1% | -41.3% |
| YTD | -61.7% | +6.4% | -68.2% | -62.3% |
| 1Y | -65.8% | +9.6% | -75.3% | -66.6% |
| All | -65.8% | +8.0% | -73.8% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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