-39.1%
JOBY vs ATI
+1,673.1%
-1,712.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -5.2% | -5.6% | +0.4% | -2.7% |
| 30D | -19.7% | -13.7% | -6.0% | -14.5% |
| 3M | -31.7% | -0.4% | -31.4% | -31.7% |
| 6M | -37.5% | +26.2% | -63.8% | -43.7% |
| YTD | -51.6% | +73.2% | -124.8% | -61.8% |
| 1Y | -53.3% | +161.6% | -214.9% | -68.9% |
| 3Y | -12.2% | +346.2% | -358.4% | -53.3% |
| 5Y | -31.3% | +1,047.6% | -1,078.9% | -70.7% |
| All | -39.1% | +1,673.1% | -1,712.3% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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