+18.7%
JOBY vs AS
+120.4%
-101.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.6% | -5.5% | -3.5% |
| 7D | -3.4% | -4.9% | +1.5% | -1.3% |
| 30D | -13.6% | -19.6% | +6.0% | -4.6% |
| 3M | -39.5% | -14.4% | -25.1% | -35.3% |
| 6M | -31.9% | -20.1% | -11.7% | -24.9% |
| YTD | -48.9% | -20.9% | -28.0% | -43.8% |
| 1Y | -48.5% | -21.9% | -26.7% | -43.5% |
| All | +18.7% | +120.4% | -101.7% | -10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling