-35.4%
JOBY vs AUR
-35.7%
+0.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.7% |
| 7D | -5.2% | +1.4% | -6.6% | -5.7% |
| 30D | -19.7% | -6.4% | -13.3% | -18.2% |
| 3M | -31.7% | +7.7% | -39.4% | -34.0% |
| 6M | -37.5% | +44.5% | -82.0% | -46.1% |
| YTD | -51.6% | +67.4% | -119.0% | -60.5% |
| 1Y | -53.3% | +15.4% | -68.7% | -56.2% |
| 3Y | -12.2% | +94.8% | -107.1% | -43.8% |
| 5Y | -31.3% | -35.1% | +3.8% | -47.9% |
| All | -35.4% | -35.7% | +0.3% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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