-31.1%
JOBY vs AVAV
+33.5%
-64.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.4% | -0.8% | -4.0% |
| 7D | -5.9% | -3.2% | -2.7% | -4.6% |
| 30D | -27.1% | -25.6% | -1.6% | -18.4% |
| 3M | -30.7% | -20.2% | -10.5% | -25.8% |
| 6M | -36.1% | -38.1% | +2.0% | -25.0% |
| YTD | -51.4% | -41.8% | -9.6% | -42.9% |
| 1Y | -52.2% | -39.0% | -13.1% | -44.9% |
| 3Y | -12.1% | +24.1% | -36.1% | -32.7% |
| 5Y | -31.1% | +53.0% | -84.2% | -58.3% |
| All | -31.1% | +33.5% | -64.7% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling