-32.7%
JOBY vs COMP
-49.4%
+16.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.3% | +4.8% | +2.6% |
| 7D | +2.2% | +4.1% | -1.8% | +0.8% |
| 30D | -20.8% | -14.5% | -6.3% | -16.7% |
| 3M | -29.5% | +41.8% | -71.3% | -38.2% |
| 6M | -28.4% | +23.6% | -51.9% | -34.9% |
| YTD | -48.2% | +1.7% | -49.9% | -50.4% |
| 1Y | -49.1% | +12.6% | -61.6% | -53.4% |
| 3Y | -6.3% | +221.9% | -228.2% | -46.7% |
| 5Y | -27.2% | -28.1% | +0.9% | -40.1% |
| All | -32.7% | -49.4% | +16.7% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 10y: compounded portfolio wealth divided by compounded COMP 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…
10y analysis · Full analysis span regression · 6 months rolling