-46.8%
JOBY vs DOC
-22.1%
-24.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.1% |
| 7D | +4.3% | +6.2% | -1.9% | -0.1% |
| 30D | -8.3% | +6.5% | -14.8% | -12.6% |
| 3M | -32.1% | -6.2% | -25.8% | -29.2% |
| 6M | -38.9% | +25.6% | -64.5% | -49.9% |
| YTD | -59.8% | +32.1% | -91.9% | -68.5% |
| 1Y | -64.7% | +20.3% | -85.0% | -70.3% |
| 3Y | -15.1% | +42.7% | -57.8% | -37.8% |
| 5Y | -46.8% | -22.2% | -24.6% | -41.3% |
| All | -46.8% | -22.1% | -24.7% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling