+20.3%
JPM vs JOBY
-48.4%
+68.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +0.9% | -0.8% |
| 7D | +0.3% | -3.4% | +3.7% | +0.6% |
| 30D | -0.2% | -13.6% | +13.4% | +1.0% |
| 3M | +15.9% | -39.5% | +55.4% | +20.3% |
| 6M | +20.9% | -31.9% | +52.8% | +23.0% |
| YTD | +12.9% | -48.9% | +61.8% | +17.8% |
| 1Y | +20.3% | -48.5% | +68.9% | +28.6% |
| All | +20.3% | -48.4% | +68.7% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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