-35.8%
JOBY vs ALB
+17.5%
-53.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.6% | +0.2% |
| 7D | -3.4% | -8.1% | +4.6% | +0.4% |
| 30D | -13.6% | +6.3% | -19.9% | -16.5% |
| 3M | -39.5% | -23.6% | -15.9% | -31.6% |
| 6M | -31.9% | -24.6% | -7.2% | -24.1% |
| YTD | -48.9% | -10.3% | -38.7% | -48.7% |
| 1Y | -48.5% | +61.5% | -110.0% | -62.5% |
| 3Y | -8.0% | -34.0% | +25.9% | -4.3% |
| 5Y | -33.7% | -44.6% | +10.9% | -28.5% |
| All | -35.8% | +17.5% | -53.3% | -41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling