-12.2%
JOBY vs DKS
+29.1%
-41.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.7% |
| 7D | -5.2% | -3.0% | -2.2% | -4.1% |
| 30D | -19.7% | -33.4% | +13.6% | -7.1% |
| 3M | -31.7% | -39.4% | +7.6% | -17.6% |
| 6M | -37.5% | -30.1% | -7.4% | -30.0% |
| YTD | -51.6% | -31.0% | -20.6% | -45.5% |
| 1Y | -53.3% | -40.2% | -13.1% | -44.0% |
| 3Y | -12.2% | +30.9% | -43.2% | -38.0% |
| All | -12.2% | +29.1% | -41.4% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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