-34.9%
JOBY vs AA
+251.3%
-286.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.1% | +0.3% |
| 7D | +2.2% | +1.7% | +0.6% | +1.7% |
| 30D | -20.8% | +3.3% | -24.2% | -21.9% |
| 3M | -29.5% | -29.4% | -0.1% | -21.4% |
| 6M | -28.4% | -12.8% | -15.6% | -26.0% |
| YTD | -48.2% | -2.1% | -46.1% | -48.6% |
| 1Y | -49.1% | +62.8% | -111.8% | -57.2% |
| 3Y | -6.3% | +90.5% | -96.8% | -27.0% |
| 5Y | -27.2% | +19.1% | -46.3% | -37.7% |
| All | -34.9% | +251.3% | -286.1% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling