-49.0%
JOBY vs GD
+12.7%
-61.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.1% |
| 7D | +2.2% | -3.5% | +5.7% | +4.9% |
| 30D | -20.8% | -9.0% | -11.8% | -15.0% |
| 3M | -29.5% | +5.1% | -34.6% | -32.9% |
| 6M | -28.4% | -1.0% | -27.4% | -24.7% |
| YTD | -48.2% | +7.3% | -55.5% | -52.7% |
| All | -49.0% | +12.7% | -61.8% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling