-28.0%
JOBY vs JAAA
+26.5%
-54.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -19.7% | +0.5% | -20.3% | -20.0% |
| 3M | -31.7% | +1.3% | -33.0% | -32.3% |
| 6M | -37.5% | +2.8% | -40.3% | -38.7% |
| YTD | -51.6% | +3.3% | -54.9% | -52.6% |
| 1Y | -53.3% | +4.9% | -58.2% | -54.6% |
| 3Y | -12.2% | +19.0% | -31.2% | -5.3% |
| All | -28.0% | +26.5% | -54.5% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 5y: compounded portfolio wealth divided by compounded JAAA 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…
5y analysis · Full analysis span regression · 6 months rolling