-48.5%
JOBY vs AJG
-12.9%
-35.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -2.3% |
| 7D | -3.4% | -1.8% | -1.6% | -3.9% |
| 30D | -13.6% | +4.6% | -18.2% | -12.5% |
| 3M | -39.5% | +24.9% | -64.4% | -37.4% |
| 6M | -31.9% | +17.2% | -49.0% | -27.8% |
| YTD | -48.9% | +2.2% | -51.1% | -43.2% |
| 1Y | -48.5% | -11.5% | -37.0% | -28.3% |
| All | -48.5% | -12.9% | -35.7% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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