-51.6%
JOBY vs ALK
-14.0%
-37.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.1% |
| 3M | -38.5% | -19.0% | -19.5% | -31.3% |
| 6M | -54.1% | -0.2% | -53.9% | -55.3% |
| YTD | -61.5% | -23.5% | -38.0% | -57.2% |
| 1Y | -65.7% | -9.1% | -56.5% | -65.6% |
| 3Y | -7.0% | +12.0% | -19.0% | -27.9% |
| 5Y | -44.2% | -30.9% | -13.3% | -40.0% |
| All | -51.6% | -14.0% | -37.6% | -49.6% |
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