+85.7%
KRE vs JOBY
-13.5%
+99.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | 0.0% |
| 7D | -1.8% | -5.2% | +3.4% | -1.2% |
| 30D | -4.5% | -19.7% | +15.2% | -1.9% |
| 3M | +2.7% | -31.7% | +34.5% | +7.1% |
| 6M | +16.9% | -37.5% | +54.4% | +22.0% |
| YTD | +15.4% | -51.6% | +66.9% | +23.9% |
| 1Y | +16.1% | -53.3% | +69.4% | +23.8% |
| 3Y | +85.7% | -12.2% | +97.9% | +61.5% |
| All | +85.7% | -13.5% | +99.3% | +61.5% |
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