-35.8%
JOBY vs ASX
+882.7%
-918.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -3.4% | -0.7% | -2.7% | -3.1% |
| 30D | -13.6% | +2.0% | -15.6% | -14.9% |
| 3M | -39.5% | -1.3% | -38.2% | -40.0% |
| 6M | -31.9% | +71.4% | -103.3% | -50.3% |
| YTD | -48.9% | +135.3% | -184.3% | -69.0% |
| 1Y | -48.5% | +267.5% | -316.0% | -75.7% |
| 3Y | -8.0% | +388.5% | -396.5% | -64.1% |
| 5Y | -33.7% | +417.1% | -450.8% | -76.8% |
| All | -35.8% | +882.7% | -918.6% | -79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling