-39.1%
JOBY vs AA
+227.7%
-266.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -3.4% | -1.8% | -4.1% |
| 30D | -19.7% | -5.8% | -13.9% | -18.2% |
| 3M | -31.7% | -29.9% | -1.8% | -23.7% |
| 6M | -37.5% | -27.0% | -10.5% | -31.6% |
| YTD | -51.6% | -8.7% | -42.9% | -50.8% |
| 1Y | -53.3% | +50.6% | -103.9% | -59.7% |
| 3Y | -12.2% | +74.1% | -86.3% | -29.6% |
| 5Y | -31.3% | +2.6% | -33.9% | -39.3% |
| All | -39.1% | +227.7% | -266.8% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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