-52.4%
JOBY vs D
+15.9%
-68.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -8.2% | -1.6% | -6.5% | -8.6% |
| 30D | -25.1% | -3.5% | -21.5% | -25.8% |
| 3M | -28.8% | -1.6% | -27.2% | -29.3% |
| 6M | -36.1% | +5.8% | -41.9% | -36.0% |
| YTD | -52.2% | +14.5% | -66.7% | -53.1% |
| 1Y | -52.4% | +14.2% | -66.6% | -51.3% |
| All | -52.4% | +15.9% | -68.4% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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