-48.5%
JOBY vs AG
+125.2%
-173.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.2% |
| 7D | -3.4% | +1.0% | -4.4% | -3.8% |
| 30D | -13.6% | +19.2% | -32.8% | -19.1% |
| 3M | -39.5% | +6.2% | -45.7% | -41.4% |
| 6M | -31.9% | -26.7% | -5.2% | -28.2% |
| YTD | -48.9% | +26.1% | -75.1% | -53.0% |
| 1Y | -48.5% | +131.7% | -180.2% | -54.4% |
| All | -48.5% | +125.2% | -173.7% | -54.4% |
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