-48.5%
JOBY vs HALO
+47.3%
-95.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -3.4% | +4.6% | -8.0% | -4.1% |
| 30D | -13.6% | +31.8% | -45.4% | -17.3% |
| 3M | -39.5% | +53.9% | -93.4% | -43.2% |
| 6M | -31.9% | +57.4% | -89.2% | -36.4% |
| YTD | -48.9% | +63.7% | -112.7% | -52.2% |
| 1Y | -48.5% | +50.1% | -98.7% | -50.6% |
| All | -48.5% | +47.3% | -95.8% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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