+43.2%
KO vs JOBY
-67.8%
+111.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.1% | -3.1% | +1.3% |
| 7D | +4.4% | -0.6% | +5.0% | +4.4% |
| 30D | +10.7% | -12.6% | +23.4% | +10.0% |
| 3M | +11.3% | -36.6% | +48.0% | +8.5% |
| 6M | +24.0% | -43.0% | +67.1% | +20.1% |
| YTD | +39.7% | -61.7% | +101.4% | +32.7% |
| 1Y | +43.2% | -65.8% | +109.0% | +35.9% |
| All | +43.2% | -67.8% | +111.1% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling