-65.8%
JOBY vs FIS
-50.5%
-15.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -23.7% | +27.8% | +3.0% |
| 7D | -0.6% | -18.4% | +17.8% | -1.9% |
| 30D | -12.6% | -11.4% | -1.3% | -14.2% |
| 3M | -36.6% | -32.0% | -4.7% | -37.0% |
| 6M | -43.0% | -35.6% | -7.4% | -41.9% |
| YTD | -61.7% | -53.8% | -7.9% | -53.7% |
| 1Y | -65.8% | -51.1% | -14.7% | -59.6% |
| All | -65.8% | -50.5% | -15.3% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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