-32.2%
JOBY vs ATI
+1,021.8%
-1,053.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +1.9% | +0.1% |
| 7D | -8.2% | -2.7% | -5.4% | -7.0% |
| 30D | -25.1% | -13.5% | -11.6% | -19.7% |
| 3M | -28.8% | +8.5% | -37.3% | -31.7% |
| 6M | -36.1% | +25.2% | -61.3% | -43.1% |
| YTD | -52.2% | +73.4% | -125.6% | -63.5% |
| 1Y | -52.4% | +160.5% | -212.9% | -70.0% |
| 3Y | -13.6% | +347.3% | -360.9% | -58.4% |
| 5Y | -32.2% | +1,049.0% | -1,081.1% | -74.1% |
| All | -32.2% | +1,021.8% | -1,053.9% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling