-39.1%
JOBY vs AGG
-2.3%
-36.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.4% |
| 7D | -5.2% | -1.1% | -4.1% | -3.3% |
| 30D | -19.7% | -1.1% | -18.6% | -18.0% |
| 3M | -31.7% | -1.9% | -29.8% | -29.2% |
| 6M | -37.5% | -1.7% | -35.8% | -35.0% |
| YTD | -51.6% | -1.3% | -50.3% | -50.0% |
| 1Y | -53.3% | -0.7% | -52.5% | -52.2% |
| 3Y | -12.2% | +12.5% | -24.7% | -26.2% |
| 5Y | -31.3% | -2.5% | -28.8% | -38.1% |
| All | -39.1% | -2.3% | -36.8% | -46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling