-35.8%
JOBY vs HAS
+31.2%
-67.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | -3.4% | -1.8% | -1.6% | -2.4% |
| 30D | -13.6% | +2.3% | -15.9% | -14.7% |
| 3M | -39.5% | +10.4% | -49.9% | -43.2% |
| 6M | -31.9% | -3.2% | -28.6% | -31.7% |
| YTD | -48.9% | +15.4% | -64.3% | -54.4% |
| 1Y | -48.5% | +18.8% | -67.3% | -55.1% |
| 3Y | -8.0% | +43.9% | -52.0% | -31.6% |
| 5Y | -33.7% | +13.9% | -47.6% | -47.8% |
| All | -35.8% | +31.2% | -67.0% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling