+4.4%
JOBY vs AS
+134.9%
-130.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +11.7% |
| 7D | +21.0% | +6.9% | +14.1% | +17.2% |
| 30D | +3.1% | +16.0% | -12.9% | -4.1% |
| 3M | -27.9% | -12.8% | -15.1% | -23.7% |
| 6M | -43.6% | -15.4% | -28.3% | -39.8% |
| YTD | -55.1% | -15.7% | -39.3% | -52.2% |
| 1Y | -58.6% | +6.1% | -64.7% | -60.4% |
| All | +4.4% | +134.9% | -130.4% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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