-42.2%
JOBY vs COMP
-51.7%
+9.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.6% |
| 7D | +16.4% | +2.2% | +14.2% | +15.3% |
| 30D | +14.4% | +16.3% | -1.9% | +8.0% |
| 3M | -30.2% | -19.1% | -11.0% | -25.6% |
| 6M | -45.3% | +17.1% | -62.4% | -49.4% |
| YTD | -55.5% | -2.9% | -52.5% | -56.9% |
| 1Y | -64.0% | +8.8% | -72.8% | -66.6% |
| 3Y | +13.3% | +423.5% | -410.2% | -45.3% |
| 5Y | -36.7% | -10.5% | -26.2% | -50.8% |
| All | -42.2% | -51.7% | +9.5% | -51.6% |
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