-39.1%
JOBY vs HALO
+178.5%
-217.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -5.2% | -2.7% | -2.5% | -4.4% |
| 30D | -19.7% | +5.3% | -25.0% | -21.0% |
| 3M | -31.7% | +51.6% | -83.3% | -40.3% |
| 6M | -37.5% | +61.3% | -98.8% | -46.6% |
| YTD | -51.6% | +59.3% | -110.9% | -58.6% |
| 1Y | -53.3% | +38.3% | -91.6% | -58.4% |
| 3Y | -12.2% | +185.9% | -198.1% | -44.3% |
| 5Y | -31.3% | +159.9% | -191.2% | -57.8% |
| All | -39.1% | +178.5% | -217.7% | -59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling