-49.5%
JOBY vs DOC
-8.1%
-41.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.1% |
| 7D | +4.3% | +6.2% | -1.9% | +0.3% |
| 30D | -8.3% | +6.5% | -14.8% | -12.2% |
| 3M | -32.1% | -6.2% | -25.8% | -29.5% |
| 6M | -38.9% | +25.6% | -64.5% | -48.8% |
| YTD | -59.8% | +32.1% | -91.9% | -67.6% |
| 1Y | -64.7% | +20.3% | -85.0% | -69.7% |
| 3Y | -15.1% | +42.7% | -57.8% | -34.6% |
| 5Y | -46.8% | -22.2% | -24.6% | -46.2% |
| All | -49.5% | -8.1% | -41.4% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling