-65.8%
JOBY vs EXE
-18.4%
-47.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.9% | +7.0% | +3.4% |
| 7D | -0.6% | -4.7% | +4.1% | -1.7% |
| 30D | -12.6% | +1.0% | -13.6% | -12.3% |
| 3M | -36.6% | -5.6% | -31.0% | -37.4% |
| 6M | -43.0% | -12.3% | -30.7% | -44.3% |
| YTD | -61.7% | -19.5% | -42.3% | -62.2% |
| 1Y | -65.8% | -18.9% | -46.9% | -68.1% |
| All | -65.8% | -18.4% | -47.3% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling