-28.0%
JOBY vs FTI
+1,066.8%
-1,094.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.0% |
| 7D | -5.2% | -4.4% | -0.8% | -3.9% |
| 30D | -19.7% | +1.5% | -21.2% | -20.1% |
| 3M | -31.7% | +8.2% | -39.9% | -33.9% |
| 6M | -37.5% | +18.8% | -56.4% | -41.7% |
| YTD | -51.6% | +71.7% | -123.3% | -59.9% |
| 1Y | -53.3% | +90.0% | -143.3% | -62.7% |
| 3Y | -12.2% | +270.5% | -282.7% | -44.2% |
| All | -28.0% | +1,066.8% | -1,094.8% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 5y: compounded portfolio wealth divided by compounded FTI 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…
5y analysis · Full analysis span regression · 6 months rolling