-6.3%
JOBY vs CAPR
+42.0%
-48.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +1.6% |
| 7D | +2.2% | -9.5% | +11.7% | +2.4% |
| 30D | -20.8% | +121.5% | -142.3% | -22.4% |
| 3M | -29.5% | -65.4% | +35.9% | -28.8% |
| 6M | -28.4% | -67.5% | +39.1% | -27.6% |
| YTD | -48.2% | -68.6% | +20.4% | -47.7% |
| 1Y | -49.1% | +42.7% | -91.7% | -53.1% |
| 3Y | -6.3% | +43.4% | -49.7% | -27.6% |
| All | -6.3% | +42.0% | -48.3% | -27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling