-13.3%
JOBY vs AA
+73.4%
-86.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.8% | +3.1% | +0.5% |
| 7D | -8.2% | -5.4% | -2.8% | -5.8% |
| 30D | -25.1% | -10.7% | -14.4% | -21.3% |
| 3M | -28.8% | -26.2% | -2.6% | -19.2% |
| 6M | -36.1% | -20.9% | -15.2% | -30.7% |
| YTD | -52.2% | -8.6% | -43.6% | -51.7% |
| 1Y | -52.4% | +57.4% | -109.8% | -62.8% |
| All | -13.3% | +73.4% | -86.7% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling