-39.9%
JOBY vs ASX
+944.3%
-984.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.5% | 0.0% |
| 7D | -8.2% | +6.5% | -14.6% | -11.5% |
| 30D | -25.1% | +3.1% | -28.2% | -26.8% |
| 3M | -28.8% | +17.4% | -46.2% | -36.2% |
| 6M | -36.1% | +85.4% | -121.6% | -55.5% |
| YTD | -52.2% | +150.1% | -202.3% | -72.0% |
| 1Y | -52.4% | +256.3% | -308.7% | -77.1% |
| 3Y | -13.6% | +446.9% | -460.4% | -68.3% |
| 5Y | -32.2% | +447.1% | -479.2% | -77.1% |
| All | -39.9% | +944.3% | -984.2% | -81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling