-39.9%
JOBY vs AON
+64.6%
-104.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.0% |
| 7D | -8.2% | -5.9% | -2.3% | -6.4% |
| 30D | -25.1% | -13.7% | -11.4% | -21.7% |
| 3M | -28.8% | -8.3% | -20.5% | -27.7% |
| 6M | -36.1% | -3.6% | -32.5% | -36.9% |
| YTD | -52.2% | -12.4% | -39.8% | -51.1% |
| 1Y | -52.4% | -14.6% | -37.8% | -50.7% |
| 3Y | -13.6% | -5.7% | -7.8% | -18.4% |
| 5Y | -32.2% | +9.1% | -41.3% | -44.0% |
| All | -39.9% | +64.6% | -104.5% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling