+17.6%
KDP vs JOBY
-52.0%
+69.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.2% |
| 7D | -3.7% | -5.2% | +1.5% | -3.9% |
| 30D | +6.2% | -19.7% | +25.9% | +5.1% |
| 3M | +1.2% | -31.7% | +33.0% | -0.2% |
| 6M | +15.3% | -37.5% | +52.9% | +14.1% |
| YTD | +14.8% | -51.6% | +66.4% | +12.7% |
| 1Y | +17.6% | -53.3% | +70.9% | +14.3% |
| All | +17.6% | -52.0% | +69.6% | +14.3% |
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