-6.3%
JOBY vs ALLE
+49.7%
-56.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.0% |
| 7D | +2.2% | +2.8% | -0.5% | 0.0% |
| 30D | -20.8% | -7.6% | -13.2% | -15.8% |
| 3M | -29.5% | +22.8% | -52.3% | -41.3% |
| 6M | -28.4% | +4.6% | -33.0% | -31.8% |
| YTD | -48.2% | -1.2% | -47.0% | -49.0% |
| 1Y | -49.1% | -9.1% | -39.9% | -45.6% |
| 3Y | -6.3% | +50.0% | -56.3% | -43.7% |
| All | -6.3% | +49.7% | -56.0% | -43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling