-53.3%
JOBY vs AA
+56.9%
-110.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -3.4% | -1.8% | -3.7% |
| 30D | -19.7% | -5.8% | -13.9% | -17.7% |
| 3M | -31.7% | -29.9% | -1.8% | -21.1% |
| 6M | -37.5% | -27.0% | -10.5% | -29.6% |
| YTD | -51.6% | -8.7% | -42.9% | -52.1% |
| 1Y | -53.3% | +50.6% | -103.9% | -56.4% |
| All | -53.3% | +56.9% | -110.1% | -56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling