-43.6%
JOBY vs FN
+404.4%
-448.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.8% | +0.6% | -2.6% |
| 7D | +22.1% | -4.1% | +26.1% | +22.7% |
| 30D | +8.8% | -28.3% | +37.2% | +20.2% |
| 3M | -32.8% | -33.9% | +1.1% | -25.1% |
| 6M | -45.5% | -43.9% | -1.6% | -36.5% |
| YTD | -55.2% | -23.4% | -31.7% | -55.1% |
| 1Y | -62.5% | -25.4% | -37.1% | -62.2% |
| 3Y | +14.1% | +107.9% | -93.8% | -29.2% |
| 5Y | -35.9% | +195.1% | -231.0% | -68.3% |
| All | -43.6% | +404.4% | -448.0% | -75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling