-12.2%
JOBY vs FDX
+60.5%
-72.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -5.2% | -3.3% | -1.9% | -3.4% |
| 30D | -19.7% | -4.5% | -15.2% | -17.7% |
| 3M | -31.7% | -7.3% | -24.4% | -29.1% |
| 6M | -37.5% | +7.5% | -45.1% | -40.9% |
| YTD | -51.6% | +35.1% | -86.7% | -60.1% |
| 1Y | -53.3% | +71.4% | -124.7% | -66.4% |
| 3Y | -12.2% | +60.8% | -73.0% | -40.7% |
| All | -12.2% | +60.5% | -72.8% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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