-48.5%
JOBY vs DOC
+23.9%
-72.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -0.9% |
| 7D | -3.4% | -1.5% | -2.0% | -2.6% |
| 30D | -13.6% | -4.8% | -8.8% | -11.4% |
| 3M | -39.5% | +6.9% | -46.4% | -43.6% |
| 6M | -31.9% | +20.7% | -52.6% | -43.5% |
| YTD | -48.9% | +34.1% | -83.1% | -60.7% |
| 1Y | -48.5% | +22.6% | -71.2% | -57.4% |
| All | -48.5% | +23.9% | -72.4% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling