-49.1%
JOBY vs AR
+993.5%
-1,042.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.3% | -10.5% | -9.4% |
| 7D | +0.8% | +6.4% | -5.6% | -0.4% |
| 30D | +7.9% | +3.1% | +4.8% | +7.0% |
| 3M | -32.9% | +3.3% | -36.2% | -33.7% |
| 6M | -49.1% | +6.6% | -55.6% | -50.2% |
| YTD | -59.5% | +12.3% | -71.9% | -61.3% |
| 1Y | -67.2% | +12.3% | -79.6% | -68.7% |
| 3Y | +2.9% | +50.4% | -47.6% | -8.9% |
| 5Y | -41.3% | +101.0% | -142.3% | -50.2% |
| All | -49.1% | +993.5% | -1,042.6% | -60.7% |
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