-39.9%
JOBY vs AGI
+305.3%
-345.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -0.9% |
| 7D | -8.2% | -5.3% | -2.9% | -6.9% |
| 30D | -25.1% | +6.8% | -31.8% | -26.5% |
| 3M | -28.8% | +8.3% | -37.1% | -30.8% |
| 6M | -36.1% | -29.2% | -6.9% | -31.3% |
| YTD | -52.2% | -7.3% | -44.9% | -51.8% |
| 1Y | -52.4% | +8.0% | -60.4% | -53.6% |
| 3Y | -13.6% | +206.6% | -220.1% | -34.8% |
| 5Y | -32.2% | +398.1% | -430.3% | -53.8% |
| All | -39.9% | +305.3% | -345.2% | -60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling