-39.1%
JOBY vs ALNY
+86.1%
-125.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | -5.2% | -6.5% | +1.4% | -3.5% |
| 30D | -19.7% | +11.0% | -30.8% | -22.1% |
| 3M | -31.7% | -14.1% | -17.7% | -31.0% |
| 6M | -37.5% | -22.4% | -15.1% | -35.1% |
| YTD | -51.6% | -37.5% | -14.1% | -46.4% |
| 1Y | -53.3% | -46.9% | -6.4% | -45.6% |
| 3Y | -12.2% | +22.1% | -34.3% | -24.8% |
| 5Y | -31.3% | +31.2% | -62.5% | -45.6% |
| All | -39.1% | +86.1% | -125.3% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 all: compounded portfolio wealth divided by compounded ALNY 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…
all analysis · Full analysis span regression · 6 months rolling