-6.3%
JOBY vs AVAV
+31.0%
-37.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +0.5% |
| 7D | +2.2% | +3.2% | -1.0% | +1.1% |
| 30D | -20.8% | -20.3% | -0.5% | -14.6% |
| 3M | -29.5% | -19.4% | -10.0% | -25.3% |
| 6M | -28.4% | -35.3% | +6.9% | -19.1% |
| YTD | -48.2% | -38.5% | -9.7% | -41.3% |
| 1Y | -49.1% | -37.2% | -11.9% | -42.0% |
| 3Y | -6.3% | +31.1% | -37.4% | -19.0% |
| All | -6.3% | +31.0% | -37.3% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling