-53.9%
JOBY vs EXR
-1.5%
-52.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | -8.2% | -3.2% | -4.9% | -7.8% |
| 30D | -25.1% | -6.9% | -18.2% | -24.5% |
| 3M | -28.8% | -7.8% | -21.0% | -28.4% |
| 6M | -36.1% | -4.9% | -31.3% | -37.7% |
| YTD | -52.2% | +7.2% | -59.3% | -53.1% |
| All | -53.9% | -1.5% | -52.3% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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