-35.8%
JOBY vs AG
+89.7%
-125.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.4% |
| 7D | -3.4% | +1.0% | -4.4% | -3.7% |
| 30D | -13.6% | +19.2% | -32.8% | -17.4% |
| 3M | -39.5% | +6.2% | -45.7% | -40.7% |
| 6M | -31.9% | -26.7% | -5.2% | -28.1% |
| YTD | -48.9% | +26.1% | -75.1% | -52.4% |
| 1Y | -48.5% | +131.7% | -180.2% | -58.3% |
| 3Y | -8.0% | +255.3% | -263.4% | -36.6% |
| 5Y | -33.7% | +61.9% | -95.6% | -48.3% |
| All | -35.8% | +89.7% | -125.5% | -49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling