-32.2%
JOBY vs DRI
+63.5%
-95.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.2% |
| 7D | -8.2% | -4.8% | -3.3% | -5.5% |
| 30D | -25.1% | -5.2% | -19.9% | -23.1% |
| 3M | -28.8% | +2.7% | -31.5% | -30.8% |
| 6M | -36.1% | +3.6% | -39.7% | -38.7% |
| YTD | -52.2% | +15.4% | -67.6% | -57.5% |
| 1Y | -52.4% | +1.3% | -53.7% | -54.2% |
| 3Y | -13.6% | +53.1% | -66.7% | -39.9% |
| 5Y | -32.2% | +64.6% | -96.7% | -56.2% |
| All | -32.2% | +63.5% | -95.6% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling