-12.2%
JOBY vs AON
-7.5%
-4.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +2.9% | +1.1% |
| 7D | -5.2% | -6.3% | +1.1% | -5.7% |
| 30D | -19.7% | -14.1% | -5.6% | -20.7% |
| 3M | -31.7% | -9.5% | -22.2% | -32.3% |
| 6M | -37.5% | -4.0% | -33.5% | -38.0% |
| YTD | -51.6% | -13.8% | -37.8% | -51.5% |
| 1Y | -53.3% | -18.3% | -35.0% | -53.0% |
| 3Y | -12.2% | -7.2% | -5.0% | -15.5% |
| All | -12.2% | -7.5% | -4.7% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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