-31.0%
JOBY vs DAR
-5.1%
-25.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -6.4% |
| 7D | -5.9% | -0.2% | -5.7% | -5.8% |
| 30D | -27.1% | +7.4% | -34.6% | -29.5% |
| 3M | -30.7% | +15.7% | -46.4% | -35.3% |
| 6M | -36.1% | +30.0% | -66.1% | -43.6% |
| YTD | -51.4% | +87.5% | -138.9% | -63.6% |
| 1Y | -52.2% | +113.4% | -165.5% | -66.5% |
| 3Y | -12.1% | +15.3% | -27.4% | -21.0% |
| All | -31.0% | -5.1% | -25.8% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling