-45.9%
JOBY vs ALK
-31.3%
-14.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.0% |
| 7D | -14.3% | -1.2% | -13.2% | -13.6% |
| 30D | +10.2% | +7.7% | +2.5% | +4.8% |
| 3M | -38.5% | -19.0% | -19.5% | -30.9% |
| 6M | -54.1% | -0.2% | -53.9% | -55.5% |
| YTD | -61.5% | -23.5% | -38.0% | -57.1% |
| 1Y | -65.7% | -9.1% | -56.5% | -65.8% |
| 3Y | -7.0% | +12.0% | -19.0% | -33.1% |
| All | -45.9% | -31.3% | -14.6% | -38.4% |
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