-31.0%
JOBY vs FDX
+61.5%
-92.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.6% | -4.6% | -5.2% |
| 7D | -5.9% | -2.3% | -3.5% | -4.6% |
| 30D | -27.1% | -4.9% | -22.2% | -25.1% |
| 3M | -30.7% | -6.5% | -24.3% | -28.5% |
| 6M | -36.1% | +6.7% | -42.7% | -39.1% |
| YTD | -51.4% | +33.9% | -85.2% | -59.6% |
| 1Y | -52.2% | +72.2% | -124.3% | -65.6% |
| 3Y | -12.1% | +60.2% | -72.3% | -36.5% |
| All | -31.0% | +61.5% | -92.5% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling