+5.0%
KDP vs JOBY
-32.4%
+37.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -1.4% |
| 7D | -1.6% | -5.9% | +4.3% | -1.5% |
| 30D | +9.5% | -27.1% | +36.6% | +9.7% |
| 3M | +2.6% | -30.7% | +33.4% | +2.8% |
| 6M | +15.6% | -36.1% | +51.7% | +15.9% |
| YTD | +17.3% | -51.4% | +68.7% | +17.9% |
| 1Y | +20.1% | -52.2% | +72.3% | +20.5% |
| 3Y | +4.9% | -12.1% | +17.0% | +2.8% |
| 5Y | +5.0% | -31.1% | +36.1% | +2.0% |
| All | +5.0% | -32.4% | +37.4% | +2.0% |
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