-39.9%
JOBY vs ALB
+13.6%
-53.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.3% | -0.3% |
| 7D | -8.2% | -7.6% | -0.5% | -4.6% |
| 30D | -25.1% | -5.6% | -19.5% | -23.4% |
| 3M | -28.8% | -16.8% | -11.9% | -22.8% |
| 6M | -36.1% | -26.3% | -9.8% | -28.1% |
| YTD | -52.2% | -13.2% | -39.0% | -51.2% |
| 1Y | -52.4% | +68.8% | -121.2% | -65.9% |
| 3Y | -13.6% | -30.7% | +17.1% | -12.4% |
| 5Y | -32.2% | -46.3% | +14.1% | -25.8% |
| All | -39.9% | +13.6% | -53.5% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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