+1,039.9%
PLTR vs JOBY
-41.4%
+1,081.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.4% |
| 7D | -4.1% | -5.2% | +1.1% | -2.5% |
| 30D | -2.2% | -19.7% | +17.5% | +5.0% |
| 3M | +27.6% | -31.7% | +59.3% | +43.5% |
| 6M | +10.3% | -37.5% | +47.8% | +25.2% |
| YTD | -5.9% | -51.6% | +45.7% | +14.5% |
| 1Y | +1.7% | -53.3% | +55.0% | +23.2% |
| 3Y | +959.1% | -12.2% | +971.3% | +794.3% |
| 5Y | +536.3% | -31.3% | +567.6% | +365.4% |
| All | +1,039.9% | -41.4% | +1,081.3% | +727.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling