-11.8%
JOBY vs ALK
+1.1%
-12.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.7% |
| 7D | -5.9% | -3.0% | -2.9% | -4.6% |
| 30D | -27.1% | -14.6% | -12.5% | -21.7% |
| 3M | -30.7% | -10.6% | -20.2% | -27.7% |
| 6M | -36.1% | -6.7% | -29.4% | -35.5% |
| YTD | -51.4% | -19.8% | -31.6% | -47.6% |
| 1Y | -52.2% | -35.2% | -17.0% | -43.5% |
| All | -11.8% | +1.1% | -12.9% | -31.5% |
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