-31.1%
JOBY vs AR
+148.2%
-179.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -32.9% |
| 6M | -36.1% | +0.1% | -36.1% | -36.8% |
| YTD | -51.4% | +13.5% | -64.9% | -53.8% |
| 1Y | -52.2% | +21.6% | -73.7% | -55.5% |
| 3Y | -12.1% | +46.0% | -58.0% | -23.6% |
| 5Y | -31.1% | +143.7% | -174.9% | -41.0% |
| All | -31.1% | +148.2% | -179.3% | -41.0% |
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