-7.0%
JOBY vs ALK
+13.2%
-20.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.2% |
| 7D | -14.3% | -1.2% | -13.2% | -13.7% |
| 30D | +10.2% | +7.7% | +2.5% | +6.0% |
| 3M | -38.5% | -19.0% | -19.5% | -32.4% |
| 6M | -54.1% | -0.2% | -53.9% | -54.9% |
| YTD | -61.5% | -23.5% | -38.0% | -57.7% |
| 1Y | -65.7% | -9.1% | -56.5% | -65.3% |
| 3Y | -7.0% | +12.0% | -19.0% | -21.9% |
| All | -7.0% | +13.2% | -20.1% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling