-48.5%
JOBY vs EXPE
+40.7%
-89.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.7% |
| 7D | -3.4% | -9.5% | +6.1% | -2.3% |
| 30D | -13.6% | -6.6% | -7.0% | -13.1% |
| 3M | -39.5% | +31.4% | -70.9% | -42.6% |
| 6M | -31.9% | +35.2% | -67.0% | -36.5% |
| YTD | -48.9% | +5.8% | -54.7% | -50.1% |
| 1Y | -48.5% | +38.7% | -87.2% | -54.5% |
| All | -48.5% | +40.7% | -89.2% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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