-65.8%
JOBY vs ASX
+144.4%
-210.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.9% | +8.1% | +6.0% |
| 7D | -0.6% | -14.6% | +14.0% | +6.7% |
| 30D | -12.6% | -21.1% | +8.5% | -3.2% |
| 3M | -36.6% | -3.1% | -33.6% | -38.1% |
| 6M | -43.0% | +17.4% | -60.4% | -50.8% |
| YTD | -61.7% | +135.3% | -197.1% | -80.0% |
| 1Y | -65.8% | +146.5% | -212.3% | -83.0% |
| All | -65.8% | +144.4% | -210.2% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling