-45.9%
JOBY vs DOCN
-29.3%
-16.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.2% | -0.7% | -3.3% |
| 7D | -14.3% | +19.1% | -33.4% | -20.2% |
| 30D | +10.2% | -21.0% | +31.2% | +17.9% |
| 3M | -38.5% | -34.7% | -3.7% | -30.7% |
| 6M | -54.1% | -45.8% | -8.3% | -45.7% |
| YTD | -61.5% | +79.4% | -140.9% | -75.0% |
| 1Y | -65.7% | +91.0% | -156.7% | -78.3% |
| 3Y | -7.0% | +237.5% | -244.4% | -58.6% |
| All | -45.9% | -29.3% | -16.6% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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