-7.0%
JOBY vs FICO
-27.8%
+20.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -4.9% |
| 7D | -14.3% | +2.2% | -16.6% | -14.7% |
| 30D | +10.2% | +0.1% | +10.1% | +9.9% |
| 3M | -38.5% | -35.2% | -3.3% | -33.7% |
| 6M | -54.1% | -32.4% | -21.7% | -52.8% |
| YTD | -61.5% | -57.4% | -4.1% | -53.7% |
| 1Y | -65.7% | -58.5% | -7.1% | -58.3% |
| 3Y | -7.0% | -28.9% | +21.9% | -23.4% |
| All | -7.0% | -27.8% | +20.9% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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