-65.8%
JOBY vs AVTR
+37.4%
-103.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.4% | +3.7% | +4.0% |
| 7D | -0.6% | -6.2% | +5.6% | +1.2% |
| 30D | -12.6% | -1.0% | -11.6% | -12.5% |
| 3M | -36.6% | +14.4% | -51.0% | -39.3% |
| 6M | -43.0% | +95.9% | -138.9% | -58.1% |
| YTD | -61.7% | +36.6% | -98.3% | -68.7% |
| 1Y | -65.8% | +35.1% | -100.9% | -71.6% |
| All | -65.8% | +37.4% | -103.2% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling