-64.7%
JOBY vs AGG
-0.2%
-64.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.7% | +3.7% |
| 7D | +4.3% | +0.5% | +3.8% | +1.9% |
| 30D | -8.3% | +2.4% | -10.7% | -18.6% |
| 3M | -32.1% | -0.8% | -31.3% | -28.7% |
| 6M | -38.9% | -0.8% | -38.1% | -34.7% |
| YTD | -59.8% | -0.6% | -59.2% | -57.6% |
| 1Y | -64.7% | 0.0% | -64.7% | -64.0% |
| All | -64.7% | -0.2% | -64.5% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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