-11.8%
JOBY vs AR
+44.6%
-56.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.2% |
| 7D | -5.9% | -1.2% | -4.7% | -5.6% |
| 30D | -27.1% | +5.5% | -32.7% | -28.0% |
| 3M | -30.7% | +12.9% | -43.6% | -33.0% |
| 6M | -36.1% | +0.1% | -36.1% | -36.8% |
| YTD | -51.4% | +13.5% | -64.9% | -54.2% |
| 1Y | -52.2% | +21.6% | -73.7% | -56.4% |
| All | -11.8% | +44.6% | -56.4% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling