-38.9%
JOBY vs ALLE
+54.1%
-92.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.8% | -3.4% | -4.1% |
| 7D | -5.9% | -2.2% | -3.7% | -4.3% |
| 30D | -27.1% | -8.3% | -18.8% | -22.2% |
| 3M | -30.7% | +16.3% | -47.0% | -38.8% |
| 6M | -36.1% | +1.8% | -37.9% | -37.8% |
| YTD | -51.4% | -3.9% | -47.4% | -51.1% |
| 1Y | -52.2% | -10.0% | -42.1% | -49.3% |
| 3Y | -12.1% | +45.8% | -57.9% | -35.8% |
| 5Y | -31.1% | +13.3% | -44.4% | -46.8% |
| All | -38.9% | +54.1% | -92.9% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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