-32.2%
JOBY vs A
-16.6%
-15.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.0% |
| 7D | -8.2% | -4.6% | -3.6% | -5.4% |
| 30D | -25.1% | -4.3% | -20.8% | -23.0% |
| 3M | -28.8% | +8.9% | -37.7% | -33.0% |
| 6M | -36.1% | +24.5% | -60.6% | -45.4% |
| YTD | -52.2% | +5.8% | -58.0% | -54.5% |
| 1Y | -52.4% | +16.2% | -68.6% | -57.8% |
| 3Y | -13.6% | +28.5% | -42.0% | -31.6% |
| 5Y | -32.2% | -16.3% | -15.8% | -24.5% |
| All | -32.2% | -16.6% | -15.6% | -24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling