-65.8%
JOBY vs CART
+61.3%
-127.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.6% | +3.9% |
| 7D | -0.6% | +1.4% | -2.0% | -0.8% |
| 30D | -12.6% | +29.7% | -42.3% | -16.7% |
| 3M | -36.6% | +29.7% | -66.4% | -39.7% |
| 6M | -43.0% | +36.8% | -79.8% | -47.0% |
| YTD | -61.7% | +31.7% | -93.4% | -64.5% |
| 1Y | -65.8% | +62.4% | -128.2% | -71.5% |
| All | -65.8% | +61.3% | -127.1% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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