-39.1%
JOBY vs AGI
+308.2%
-347.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | -5.2% | -2.7% | -2.5% | -4.5% |
| 30D | -19.7% | +7.2% | -27.0% | -21.4% |
| 3M | -31.7% | +4.3% | -36.0% | -33.0% |
| 6M | -37.5% | -27.1% | -10.4% | -33.3% |
| YTD | -51.6% | -6.6% | -45.0% | -51.2% |
| 1Y | -53.3% | +9.5% | -62.8% | -54.6% |
| 3Y | -12.2% | +208.4% | -220.7% | -33.9% |
| 5Y | -31.3% | +401.6% | -432.9% | -53.3% |
| All | -39.1% | +308.2% | -347.3% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling