-39.1%
JOBY vs ASX
+934.1%
-973.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.8% |
| 7D | -5.2% | +5.2% | -10.4% | -8.1% |
| 30D | -19.7% | +0.5% | -20.2% | -20.4% |
| 3M | -31.7% | +8.3% | -40.1% | -36.1% |
| 6M | -37.5% | +82.0% | -119.6% | -56.0% |
| YTD | -51.6% | +147.6% | -199.2% | -71.5% |
| 1Y | -53.3% | +258.8% | -312.1% | -77.6% |
| 3Y | -12.2% | +452.1% | -464.3% | -68.0% |
| 5Y | -31.3% | +441.7% | -473.0% | -76.7% |
| All | -39.1% | +934.1% | -973.2% | -80.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling