-65.8%
JOBY vs AG
+29.4%
-95.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.1% | -5.0% | +0.7% |
| 7D | -0.6% | -2.6% | +2.0% | +0.2% |
| 30D | -12.6% | -12.1% | -0.5% | -8.6% |
| 3M | -36.6% | -6.6% | -30.0% | -36.2% |
| 6M | -43.0% | -20.5% | -22.5% | -39.4% |
| YTD | -61.7% | -7.4% | -54.3% | -62.1% |
| 1Y | -65.8% | +33.4% | -99.2% | -70.2% |
| All | -65.8% | +29.4% | -95.2% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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