-32.2%
JOBY vs AG
+64.4%
-96.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.1% | -0.5% |
| 7D | -8.2% | -5.8% | -2.4% | -6.8% |
| 30D | -25.1% | +6.4% | -31.4% | -26.5% |
| 3M | -28.8% | +28.4% | -57.1% | -33.7% |
| 6M | -36.1% | -24.5% | -11.7% | -32.8% |
| YTD | -52.2% | +21.2% | -73.4% | -55.2% |
| 1Y | -52.4% | +114.1% | -166.5% | -61.3% |
| 3Y | -13.6% | +268.0% | -281.6% | -42.9% |
| 5Y | -32.2% | +67.3% | -99.5% | -45.9% |
| All | -32.2% | +64.4% | -96.5% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling