+711.0%
KLAC vs JOBY
-42.1%
+753.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.8% |
| 7D | +2.5% | -8.2% | +10.6% | +4.1% |
| 30D | -11.5% | -25.1% | +13.5% | -6.5% |
| 3M | -16.9% | -28.8% | +11.8% | -11.3% |
| 6M | +22.2% | -36.1% | +58.4% | +32.3% |
| YTD | +46.4% | -52.2% | +98.6% | +65.9% |
| 1Y | +91.0% | -52.4% | +143.4% | +114.4% |
| 3Y | +264.6% | -13.6% | +278.1% | +239.0% |
| 5Y | +430.6% | -32.2% | +462.7% | +351.3% |
| All | +711.0% | -42.1% | +753.1% | +655.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling