-52.2%
JOBY vs ALLE
-11.2%
-41.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.8% | -3.4% | -5.1% |
| 7D | -5.9% | -2.2% | -3.7% | -5.0% |
| 30D | -27.1% | -8.3% | -18.8% | -24.7% |
| 3M | -30.7% | +16.3% | -47.0% | -34.3% |
| 6M | -36.1% | +1.8% | -37.9% | -36.6% |
| YTD | -51.4% | -3.9% | -47.4% | -52.1% |
| 1Y | -52.2% | -10.0% | -42.1% | -50.7% |
| All | -52.2% | -11.2% | -41.0% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling