-38.9%
JOBY vs ATI
+1,742.5%
-1,781.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.8% | -6.0% |
| 7D | -5.9% | +2.4% | -8.3% | -6.9% |
| 30D | -27.1% | -9.5% | -17.6% | -24.0% |
| 3M | -30.7% | +10.4% | -41.1% | -33.7% |
| 6M | -36.1% | +31.8% | -67.9% | -43.5% |
| YTD | -51.4% | +80.0% | -131.3% | -62.3% |
| 1Y | -52.2% | +175.8% | -228.0% | -68.9% |
| 3Y | -12.1% | +364.2% | -376.3% | -54.0% |
| 5Y | -31.1% | +1,076.9% | -1,108.0% | -71.1% |
| All | -38.9% | +1,742.5% | -1,781.3% | -74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling