-34.9%
JOBY vs A
+31.6%
-66.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +3.1% |
| 7D | +2.2% | -2.1% | +4.3% | +3.5% |
| 30D | -20.8% | +0.6% | -21.4% | -21.2% |
| 3M | -29.5% | +10.9% | -40.4% | -34.3% |
| 6M | -28.4% | +28.2% | -56.5% | -39.5% |
| YTD | -48.2% | +8.6% | -56.8% | -51.4% |
| 1Y | -49.1% | +15.5% | -64.6% | -54.4% |
| 3Y | -6.3% | +31.8% | -38.1% | -26.0% |
| 5Y | -27.2% | -14.9% | -12.4% | -28.7% |
| All | -34.9% | +31.6% | -66.4% | -46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling