-65.8%
JOBY vs JBL
+20.8%
-86.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.8% | +9.0% | +6.9% |
| 7D | -0.6% | -11.1% | +10.5% | +6.1% |
| 30D | -12.6% | -14.1% | +1.5% | -5.3% |
| 3M | -36.6% | -23.9% | -12.7% | -27.2% |
| 6M | -43.0% | -24.1% | -18.9% | -34.4% |
| YTD | -61.7% | +13.5% | -75.2% | -64.8% |
| 1Y | -65.8% | +23.7% | -89.5% | -70.9% |
| All | -65.8% | +20.8% | -86.6% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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