-32.2%
JOBY vs ARES
+90.2%
-122.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.1% | +0.4% |
| 7D | -8.2% | -7.7% | -0.5% | -2.3% |
| 30D | -25.1% | -8.7% | -16.3% | -19.7% |
| 3M | -28.8% | +2.8% | -31.6% | -31.4% |
| 6M | -36.1% | +23.1% | -59.2% | -47.5% |
| YTD | -52.2% | -17.3% | -34.9% | -46.5% |
| 1Y | -52.4% | -24.3% | -28.1% | -43.1% |
| 3Y | -13.6% | +34.9% | -48.5% | -38.8% |
| 5Y | -32.2% | +93.5% | -125.6% | -66.6% |
| All | -32.2% | +90.2% | -122.4% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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