-51.6%
JOBY vs FN
+374.6%
-426.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -7.3% | +2.4% | -2.3% |
| 7D | -14.3% | +0.3% | -14.6% | -14.5% |
| 30D | +10.2% | -16.5% | +26.7% | +15.2% |
| 3M | -38.5% | -42.1% | +3.6% | -27.9% |
| 6M | -54.1% | -52.9% | -1.2% | -43.0% |
| YTD | -61.5% | -28.0% | -33.6% | -60.7% |
| 1Y | -65.7% | -18.5% | -47.1% | -66.5% |
| 3Y | -7.0% | +93.9% | -100.8% | -40.8% |
| 5Y | -44.2% | +170.5% | -214.7% | -71.5% |
| All | -51.6% | +374.6% | -426.3% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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