-39.1%
JOBY vs ARWR
+19.4%
-58.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -5.2% | -4.0% | -1.2% | -3.9% |
| 30D | -19.7% | -5.0% | -14.7% | -18.5% |
| 3M | -31.7% | +11.3% | -43.1% | -34.5% |
| 6M | -37.5% | +42.6% | -80.1% | -44.9% |
| YTD | -51.6% | +24.8% | -76.4% | -55.9% |
| 1Y | -53.3% | +178.8% | -232.1% | -67.8% |
| 3Y | -12.2% | +183.3% | -195.6% | -47.1% |
| 5Y | -31.3% | +29.5% | -60.8% | -51.3% |
| All | -39.1% | +19.4% | -58.6% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling