-12.2%
JOBY vs A
+31.5%
-43.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | -0.2% |
| 7D | -5.2% | -2.6% | -2.6% | -3.8% |
| 30D | -19.7% | -0.9% | -18.8% | -19.4% |
| 3M | -31.7% | +13.6% | -45.4% | -36.7% |
| 6M | -37.5% | +27.8% | -65.4% | -46.2% |
| YTD | -51.6% | +8.6% | -60.2% | -54.1% |
| 1Y | -53.3% | +16.9% | -70.2% | -57.8% |
| 3Y | -12.2% | +32.9% | -45.1% | -27.9% |
| All | -12.2% | +31.5% | -43.8% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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