-28.0%
JOBY vs DKS
+14.7%
-42.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.3% |
| 7D | -5.2% | -2.0% | -3.2% | -4.5% |
| 30D | -19.7% | -32.7% | +13.0% | -8.6% |
| 3M | -31.7% | -38.8% | +7.1% | -19.4% |
| 6M | -37.5% | -29.4% | -8.1% | -30.7% |
| YTD | -51.6% | -30.3% | -21.3% | -46.1% |
| 1Y | -53.3% | -39.6% | -13.7% | -45.0% |
| 3Y | -12.2% | +32.2% | -44.4% | -26.7% |
| All | -28.0% | +14.7% | -42.8% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling