-34.9%
JOBY vs DRI
+120.1%
-155.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.4% |
| 7D | +2.2% | -1.2% | +3.5% | +2.8% |
| 30D | -20.8% | -0.4% | -20.4% | -21.1% |
| 3M | -29.5% | +9.5% | -39.0% | -33.6% |
| 6M | -28.4% | +6.5% | -34.8% | -31.8% |
| YTD | -48.2% | +18.4% | -66.6% | -53.7% |
| 1Y | -49.1% | +4.2% | -53.3% | -51.5% |
| 3Y | -6.3% | +57.1% | -63.4% | -30.7% |
| 5Y | -27.2% | +70.4% | -97.7% | -49.4% |
| All | -34.9% | +120.1% | -155.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling