-39.1%
JOBY vs ALL
+202.8%
-242.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | -5.2% | -2.3% | -2.9% | -4.8% |
| 30D | -19.7% | -0.4% | -19.3% | -19.7% |
| 3M | -31.7% | +16.0% | -47.8% | -34.2% |
| 6M | -37.5% | +24.6% | -62.1% | -41.1% |
| YTD | -51.6% | +23.7% | -75.3% | -54.5% |
| 1Y | -53.3% | +27.7% | -81.0% | -56.7% |
| 3Y | -12.2% | +150.2% | -162.5% | -37.9% |
| 5Y | -31.3% | +117.1% | -148.4% | -48.9% |
| All | -39.1% | +202.8% | -242.0% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling