+433.3%
KLAC vs JOBY
-32.0%
+465.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.7% |
| 7D | -2.7% | -5.2% | +2.5% | -1.6% |
| 30D | -13.2% | -19.7% | +6.6% | -9.1% |
| 3M | -25.0% | -31.7% | +6.7% | -19.1% |
| 6M | +23.6% | -37.5% | +61.1% | +34.9% |
| YTD | +49.2% | -51.6% | +100.8% | +69.8% |
| 1Y | +89.3% | -53.3% | +142.6% | +114.4% |
| 3Y | +274.4% | -12.2% | +286.6% | +244.6% |
| All | +433.3% | -32.0% | +465.3% | +336.0% |
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