+2.4%
KDP vs JOBY
-14.6%
+17.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.9% |
| 7D | -4.3% | -8.2% | +3.8% | -4.3% |
| 30D | +7.8% | -25.1% | +32.9% | +8.0% |
| 3M | -0.1% | -28.8% | +28.7% | +0.1% |
| 6M | +14.0% | -36.1% | +50.1% | +14.3% |
| YTD | +15.1% | -52.2% | +67.3% | +15.8% |
| 1Y | +18.5% | -52.4% | +70.9% | +18.9% |
| All | +2.4% | -14.6% | +17.0% | -2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling