-12.2%
JOBY vs DRI
+54.5%
-66.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +0.9% |
| 7D | -5.2% | -3.2% | -2.0% | -4.1% |
| 30D | -19.7% | -7.8% | -11.9% | -17.4% |
| 3M | -31.7% | +0.4% | -32.1% | -32.3% |
| 6M | -37.5% | +4.8% | -42.3% | -39.4% |
| YTD | -51.6% | +16.7% | -68.3% | -55.4% |
| 1Y | -53.3% | +1.5% | -54.8% | -54.4% |
| 3Y | -12.2% | +56.3% | -68.5% | -34.3% |
| All | -12.2% | +54.5% | -66.7% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling