-51.6%
JOBY vs ALLY
+4.3%
-55.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.1% | -5.4% |
| 7D | -5.9% | -1.9% | -3.9% | -4.7% |
| 30D | -27.1% | -4.5% | -22.7% | -24.9% |
| 3M | -30.7% | -2.8% | -27.9% | -29.5% |
| 6M | -36.1% | +10.3% | -46.4% | -40.9% |
| YTD | -51.4% | -5.7% | -45.7% | -48.4% |
| All | -51.6% | +4.3% | -55.8% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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