-32.2%
JOBY vs AA
+5.3%
-37.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.8% | +3.1% | +0.1% |
| 7D | -8.2% | -5.4% | -2.8% | -6.2% |
| 30D | -25.1% | -10.7% | -14.4% | -21.8% |
| 3M | -28.8% | -26.2% | -2.6% | -20.7% |
| 6M | -36.1% | -20.9% | -15.2% | -31.3% |
| YTD | -52.2% | -8.6% | -43.6% | -51.5% |
| 1Y | -52.4% | +57.4% | -109.8% | -60.8% |
| 3Y | -13.6% | +77.8% | -91.4% | -34.7% |
| 5Y | -32.2% | +2.7% | -34.8% | -41.0% |
| All | -32.2% | +5.3% | -37.5% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling