-39.1%
JOBY vs AU
+386.0%
-425.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.7% | +1.1% |
| 7D | -5.2% | -4.3% | -0.9% | -4.2% |
| 30D | -19.7% | +7.3% | -27.0% | -21.4% |
| 3M | -31.7% | +26.3% | -58.1% | -36.0% |
| 6M | -37.5% | +1.8% | -39.3% | -38.6% |
| YTD | -51.6% | +26.8% | -78.4% | -54.6% |
| 1Y | -53.3% | +66.7% | -120.0% | -58.4% |
| 3Y | -12.2% | +579.1% | -591.3% | -42.9% |
| 5Y | -31.3% | +689.3% | -720.6% | -59.8% |
| All | -39.1% | +386.0% | -425.1% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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