-51.6%
JOBY vs FFIV
+92.0%
-143.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.2% | -3.2% |
| 7D | -14.3% | -0.5% | -13.8% | -13.9% |
| 30D | +10.2% | -32.4% | +42.6% | +36.6% |
| 3M | -38.5% | -25.7% | -12.8% | -29.3% |
| 6M | -54.1% | -13.5% | -40.6% | -52.6% |
| YTD | -61.5% | +21.1% | -82.6% | -69.1% |
| 1Y | -65.7% | +29.4% | -95.1% | -73.7% |
| 3Y | -7.0% | +94.9% | -101.9% | -49.6% |
| 5Y | -44.2% | +34.7% | -78.9% | -62.6% |
| All | -51.6% | +92.0% | -143.6% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 10y: compounded portfolio wealth divided by compounded FFIV 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…
10y analysis · Full analysis span regression · 6 months rolling