-53.3%
JOBY vs ALM
+247.3%
-300.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.5% | +7.8% | +3.4% |
| 7D | -5.2% | -11.8% | +6.6% | -1.5% |
| 30D | -19.7% | +7.8% | -27.5% | -22.7% |
| 3M | -31.7% | -9.3% | -22.5% | -31.4% |
| 6M | -37.5% | -30.5% | -7.1% | -33.0% |
| YTD | -51.6% | +75.8% | -127.4% | -62.7% |
| 1Y | -53.3% | +241.2% | -294.5% | -66.7% |
| All | -53.3% | +247.3% | -300.6% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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