-51.6%
JOBY vs AVAV
+46.8%
-98.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.1% | -3.8% |
| 7D | -14.3% | +4.2% | -18.6% | -15.7% |
| 30D | +10.2% | -2.6% | +12.7% | +10.4% |
| 3M | -38.5% | -38.0% | -0.5% | -27.2% |
| 6M | -54.1% | -27.0% | -27.1% | -49.8% |
| YTD | -61.5% | -51.4% | -10.1% | -52.4% |
| 1Y | -65.7% | -60.2% | -5.4% | -54.3% |
| 3Y | -7.0% | -6.7% | -0.3% | -17.7% |
| 5Y | -44.2% | +28.3% | -72.5% | -60.5% |
| All | -51.6% | +46.8% | -98.4% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling