-11.8%
JOBY vs HAS
+43.5%
-55.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.7% | -5.4% |
| 7D | -5.9% | -4.8% | -1.0% | -3.4% |
| 30D | -27.1% | -5.1% | -22.0% | -25.1% |
| 3M | -30.7% | +6.4% | -37.1% | -33.5% |
| 6M | -36.1% | -5.6% | -30.4% | -35.0% |
| YTD | -51.4% | +11.0% | -62.3% | -55.7% |
| 1Y | -52.2% | +16.8% | -68.9% | -58.1% |
| All | -11.8% | +43.5% | -55.3% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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