-41.7%
JOBY vs DOCN
+74.7%
-116.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.5% | +9.4% | +11.0% |
| 7D | +21.0% | -19.2% | +40.2% | +28.8% |
| 30D | +3.1% | -43.1% | +46.2% | +22.4% |
| 3M | -27.9% | -40.7% | +12.8% | -17.3% |
| 6M | -43.6% | -55.0% | +11.3% | -29.8% |
| YTD | -55.1% | +50.6% | -105.7% | -66.8% |
| 1Y | -58.6% | +54.0% | -112.5% | -69.6% |
| 3Y | -0.5% | +203.9% | -204.4% | -46.9% |
| 5Y | -40.5% | -29.4% | -11.1% | -60.3% |
| All | -41.7% | +74.7% | -116.4% | -59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling