-64.7%
JOBY vs AGNC
-0.6%
-64.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.5% | +5.5% |
| 7D | +4.3% | -0.1% | +4.4% | +4.4% |
| 30D | -8.3% | +2.8% | -11.1% | -10.7% |
| 3M | -32.1% | -14.2% | -17.9% | -21.1% |
| 6M | -38.9% | -11.7% | -27.3% | -31.8% |
| YTD | -59.8% | -7.7% | -52.1% | -57.8% |
| 1Y | -64.7% | -1.2% | -63.5% | -65.5% |
| All | -64.7% | -0.6% | -64.1% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 AGNC 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