-41.1%
JOBY vs FN
+429.6%
-470.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +11.9% | -7.6% | +0.1% |
| 7D | +28.5% | +16.3% | +12.2% | +20.2% |
| 30D | +13.6% | -24.7% | +38.3% | +23.4% |
| 3M | -28.5% | -34.9% | +6.5% | -19.9% |
| 6M | -43.1% | -41.1% | -2.0% | -34.9% |
| YTD | -53.2% | -19.6% | -33.6% | -54.0% |
| 1Y | -58.5% | -18.5% | -40.0% | -59.5% |
| 3Y | +16.6% | +119.1% | -102.5% | -28.9% |
| 5Y | -34.7% | +206.9% | -241.6% | -68.1% |
| All | -41.1% | +429.6% | -470.7% | -74.6% |
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