-51.6%
JOBY vs ARWR
-31.1%
-20.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.3% |
| 7D | -14.3% | -17.8% | +3.5% | -9.6% |
| 30D | +10.2% | -18.1% | +28.3% | +16.2% |
| 3M | -38.5% | -44.2% | +5.7% | -27.3% |
| 6M | -54.1% | -38.6% | -15.4% | -47.8% |
| YTD | -61.5% | -28.0% | -33.5% | -59.0% |
| 1Y | -65.7% | +16.1% | -81.8% | -69.2% |
| 3Y | -7.0% | +84.0% | -90.9% | -36.8% |
| 5Y | -44.2% | -35.4% | -8.8% | -52.0% |
| All | -51.6% | -31.1% | -20.5% | -58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling