-53.3%
JOBY vs ASX
+253.7%
-307.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.8% |
| 7D | -5.2% | +5.2% | -10.4% | -8.0% |
| 30D | -19.7% | +0.5% | -20.2% | -20.4% |
| 3M | -31.7% | +8.3% | -40.1% | -36.5% |
| 6M | -37.5% | +82.0% | -119.6% | -55.0% |
| YTD | -51.6% | +147.6% | -199.2% | -70.8% |
| 1Y | -53.3% | +258.8% | -312.1% | -71.2% |
| All | -53.3% | +253.7% | -307.0% | -71.2% |
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