-39.1%
JOBY vs DAR
+37.8%
-76.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +2.0% |
| 7D | -5.2% | -0.1% | -5.1% | -5.2% |
| 30D | -19.7% | +2.6% | -22.4% | -20.8% |
| 3M | -31.7% | +14.2% | -46.0% | -35.7% |
| 6M | -37.5% | +17.2% | -54.7% | -42.1% |
| YTD | -51.6% | +80.9% | -132.5% | -62.6% |
| 1Y | -53.3% | +104.0% | -157.3% | -65.9% |
| 3Y | -12.2% | +3.6% | -15.9% | -17.9% |
| 5Y | -31.3% | -7.8% | -23.5% | -34.3% |
| All | -39.1% | +37.8% | -76.9% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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