-52.4%
JOBY vs CAPR
+26.9%
-79.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.9% | +2.2% | -1.7% |
| 7D | -8.2% | -10.6% | +2.4% | -8.0% |
| 30D | -25.1% | +111.2% | -136.3% | -25.9% |
| 3M | -28.8% | -67.2% | +38.5% | -28.2% |
| 6M | -36.1% | -75.1% | +39.0% | -35.3% |
| YTD | -52.2% | -71.2% | +19.0% | -51.8% |
| 1Y | -52.4% | +31.1% | -83.5% | -53.6% |
| All | -52.4% | +26.9% | -79.3% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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