-12.2%
JOBY vs FOXA
+117.6%
-129.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.7% |
| 7D | -5.2% | +0.8% | -6.0% | -5.5% |
| 30D | -19.7% | +5.0% | -24.8% | -21.9% |
| 3M | -31.7% | -3.0% | -28.7% | -31.7% |
| 6M | -37.5% | +14.8% | -52.3% | -44.7% |
| YTD | -51.6% | -8.9% | -42.7% | -49.5% |
| 1Y | -53.3% | +13.3% | -66.6% | -59.5% |
| 3Y | -12.2% | +115.4% | -127.6% | -58.0% |
| All | -12.2% | +117.6% | -129.8% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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