-12.2%
JOBY vs CRBG
+122.1%
-134.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.4% |
| 7D | -5.2% | +0.6% | -5.8% | -5.6% |
| 30D | -19.7% | +2.6% | -22.4% | -21.1% |
| 3M | -31.7% | +24.0% | -55.7% | -40.5% |
| 6M | -37.5% | +50.5% | -88.0% | -52.4% |
| YTD | -51.6% | +17.1% | -68.7% | -56.8% |
| 1Y | -53.3% | +5.9% | -59.2% | -55.4% |
| 3Y | -12.2% | +122.7% | -135.0% | -43.9% |
| All | -12.2% | +122.1% | -134.3% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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