-54.1%
JOBY vs D
+11.2%
-65.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.8% |
| 7D | -14.3% | -1.4% | -13.0% | -14.7% |
| 30D | +10.2% | +7.7% | +2.5% | +12.3% |
| 3M | -38.5% | -0.3% | -38.2% | -39.3% |
| 6M | -54.1% | +10.1% | -64.1% | -53.9% |
| All | -54.1% | +11.2% | -65.2% | -53.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling