+20.4%
JOBY vs AS
+114.1%
-93.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +2.8% |
| 7D | +2.2% | -2.6% | +4.9% | +3.3% |
| 30D | -20.8% | -22.1% | +1.3% | -11.3% |
| 3M | -29.5% | -15.3% | -14.2% | -24.3% |
| 6M | -28.4% | -15.6% | -12.8% | -23.0% |
| YTD | -48.2% | -23.2% | -25.0% | -42.3% |
| 1Y | -49.1% | -21.7% | -27.4% | -44.1% |
| All | +20.4% | +114.1% | -93.7% | -7.7% |
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