-11.8%
JOBY vs ASX
+471.1%
-482.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.5% | -9.7% | -8.1% |
| 7D | -5.9% | +11.1% | -17.0% | -11.4% |
| 30D | -27.1% | +9.6% | -36.7% | -31.3% |
| 3M | -30.7% | +18.6% | -49.4% | -38.6% |
| 6M | -36.1% | +92.1% | -128.2% | -56.6% |
| YTD | -51.4% | +158.5% | -209.8% | -72.5% |
| 1Y | -52.2% | +271.9% | -324.1% | -78.0% |
| All | -11.8% | +471.1% | -482.9% | -73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling