-35.8%
JOBY vs ALK
-6.0%
-29.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.8% |
| 7D | -3.4% | -0.7% | -2.8% | -3.1% |
| 30D | -13.6% | -19.2% | +5.6% | -3.1% |
| 3M | -39.5% | -1.5% | -38.0% | -40.1% |
| 6M | -31.9% | -13.1% | -18.8% | -28.7% |
| YTD | -48.9% | -16.4% | -32.5% | -45.8% |
| 1Y | -48.5% | -33.1% | -15.5% | -38.2% |
| 3Y | -8.0% | +0.6% | -8.7% | -22.1% |
| 5Y | -33.7% | -26.4% | -7.3% | -31.4% |
| All | -35.8% | -6.0% | -29.8% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling