-31.1%
JOBY vs ARWR
+25.7%
-56.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.9% | -3.2% | -5.2% |
| 7D | -5.9% | -3.2% | -2.7% | -4.8% |
| 30D | -27.1% | -6.5% | -20.7% | -25.5% |
| 3M | -30.7% | +12.7% | -43.4% | -34.0% |
| 6M | -36.1% | +36.2% | -72.3% | -43.2% |
| YTD | -51.4% | +24.5% | -75.8% | -56.0% |
| 1Y | -52.2% | +198.0% | -250.1% | -68.7% |
| 3Y | -12.1% | +176.4% | -188.4% | -48.7% |
| 5Y | -31.1% | +26.6% | -57.7% | -51.5% |
| All | -31.1% | +25.7% | -56.8% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling