-12.2%
JOBY vs EXPE
+157.0%
-169.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.8% |
| 7D | -5.2% | -5.8% | +0.6% | -3.6% |
| 30D | -19.7% | -13.6% | -6.1% | -16.4% |
| 3M | -31.7% | +25.2% | -56.9% | -37.9% |
| 6M | -37.5% | +22.3% | -59.9% | -43.3% |
| YTD | -51.6% | -0.3% | -51.3% | -53.3% |
| 1Y | -53.3% | +27.8% | -81.1% | -60.0% |
| 3Y | -12.2% | +162.4% | -174.7% | -45.4% |
| All | -12.2% | +157.0% | -169.2% | -45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling