-64.7%
JOBY vs HBM
+35.9%
-100.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -7.4% | +12.3% | +8.5% |
| 7D | +4.3% | -11.9% | +16.2% | +10.5% |
| 30D | -8.3% | -23.6% | +15.3% | +4.0% |
| 3M | -32.1% | -20.5% | -11.5% | -25.5% |
| 6M | -38.9% | -7.9% | -31.1% | -38.2% |
| YTD | -59.8% | +3.8% | -63.6% | -64.3% |
| 1Y | -64.7% | +31.7% | -96.4% | -74.1% |
| All | -64.7% | +35.9% | -100.5% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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