-34.9%
JOBY vs ARES
+258.5%
-293.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.3% |
| 7D | +2.2% | -0.3% | +2.6% | +2.4% |
| 30D | -20.8% | +1.3% | -22.1% | -21.8% |
| 3M | -29.5% | +10.4% | -39.8% | -35.3% |
| 6M | -28.4% | +29.0% | -57.4% | -42.3% |
| YTD | -48.2% | -12.2% | -36.0% | -44.8% |
| 1Y | -49.1% | -18.4% | -30.6% | -43.0% |
| 3Y | -6.3% | +43.2% | -49.5% | -32.9% |
| 5Y | -27.2% | +102.6% | -129.8% | -60.5% |
| All | -34.9% | +258.5% | -293.4% | -71.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling