-13.5%
KHC vs JOBY
-13.1%
-0.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +5.0% | -1.2% |
| 7D | -4.8% | -5.9% | +1.1% | -4.8% |
| 30D | +0.3% | -27.1% | +27.4% | +0.2% |
| 3M | +6.7% | -30.7% | +37.5% | +6.7% |
| 6M | +4.2% | -36.1% | +40.2% | +4.2% |
| YTD | +6.7% | -51.4% | +58.1% | +6.8% |
| 1Y | -1.4% | -52.2% | +50.8% | -1.4% |
| All | -13.5% | -13.1% | -0.4% | -16.3% |
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 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