-31.1%
JOBY vs ALK
-28.1%
-3.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.6% |
| 7D | -5.9% | -3.0% | -2.9% | -4.3% |
| 30D | -27.1% | -14.6% | -12.5% | -20.3% |
| 3M | -30.7% | -10.6% | -20.2% | -27.1% |
| 6M | -36.1% | -6.7% | -29.4% | -35.8% |
| YTD | -51.4% | -19.8% | -31.6% | -47.0% |
| 1Y | -52.2% | -35.2% | -17.0% | -40.8% |
| 3Y | -12.1% | +1.4% | -13.4% | -29.4% |
| 5Y | -31.1% | -30.7% | -0.5% | -24.5% |
| All | -31.1% | -28.1% | -3.0% | -24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling