-39.9%
JOBY vs AR
+1,006.5%
-1,046.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -8.2% | -1.3% | -6.8% | -7.9% |
| 30D | -25.1% | +3.5% | -28.6% | -25.6% |
| 3M | -28.8% | +9.9% | -38.7% | -30.3% |
| 6M | -36.1% | +4.5% | -40.7% | -37.3% |
| YTD | -52.2% | +13.7% | -65.9% | -54.2% |
| 1Y | -52.4% | +19.2% | -71.7% | -55.0% |
| 3Y | -13.6% | +46.2% | -59.7% | -22.7% |
| 5Y | -32.2% | +145.9% | -178.0% | -43.5% |
| All | -39.9% | +1,006.5% | -1,046.4% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling