+16.2%
KDP vs JOBY
-44.4%
+60.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +2.6% |
| 7D | -0.8% | -14.3% | +13.5% | -0.7% |
| 30D | +9.7% | +10.2% | -0.5% | +9.7% |
| 3M | +17.6% | -38.5% | +56.1% | +17.9% |
| 6M | +25.8% | -54.1% | +79.8% | +26.3% |
| YTD | +33.9% | -61.5% | +95.4% | +34.6% |
| 1Y | +38.9% | -65.7% | +104.5% | +39.8% |
| 3Y | +26.8% | -7.0% | +33.8% | +24.1% |
| All | +16.2% | -44.4% | +60.6% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling