-49.1%
JOBY vs ALLE
+93.7%
-142.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.5% | -8.6% | -8.8% |
| 7D | +0.8% | +1.6% | -0.8% | -0.4% |
| 30D | +7.9% | +24.1% | -16.2% | -8.5% |
| 3M | -32.9% | +14.8% | -47.7% | -39.9% |
| 6M | -49.1% | +45.9% | -95.0% | -62.4% |
| YTD | -59.5% | +20.7% | -80.3% | -65.9% |
| 1Y | -67.2% | +14.2% | -81.4% | -71.1% |
| 3Y | +2.9% | +90.7% | -87.8% | -38.8% |
| 5Y | -41.3% | +50.6% | -91.9% | -62.2% |
| All | -49.1% | +93.7% | -142.8% | -68.2% |
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