-45.9%
JOBY vs AR
+99.4%
-145.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -4.9% | -4.9% |
| 7D | -14.3% | +7.4% | -21.7% | -15.6% |
| 30D | +10.2% | +5.8% | +4.4% | +8.6% |
| 3M | -38.5% | +5.2% | -43.7% | -39.5% |
| 6M | -54.1% | +5.4% | -59.5% | -55.1% |
| YTD | -61.5% | +12.4% | -73.9% | -63.5% |
| 1Y | -65.7% | +12.8% | -78.5% | -67.5% |
| 3Y | -7.0% | +47.2% | -54.1% | -20.0% |
| All | -45.9% | +99.4% | -145.3% | -51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling