-0.5%
JOBY vs COMP
+353.8%
-354.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +10.7% | +1.1% | +8.1% |
| 7D | +21.0% | +13.4% | +7.6% | +15.5% |
| 30D | +3.1% | +11.1% | -8.0% | -1.1% |
| 3M | -27.9% | -18.8% | -9.1% | -23.3% |
| 6M | -43.6% | +10.5% | -54.1% | -46.8% |
| YTD | -55.1% | -3.4% | -51.7% | -56.8% |
| 1Y | -58.6% | +19.7% | -78.3% | -62.9% |
| 3Y | -0.5% | +381.6% | -382.1% | -58.5% |
| All | -0.5% | +353.8% | -354.3% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling