-39.1%
JOBY vs JBL
+762.6%
-801.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.0% | -3.8% | -2.0% |
| 7D | -5.2% | +2.4% | -7.6% | -6.7% |
| 30D | -19.7% | -13.1% | -6.6% | -12.5% |
| 3M | -31.7% | -15.6% | -16.1% | -24.7% |
| 6M | -37.5% | +24.6% | -62.1% | -45.9% |
| YTD | -51.6% | +39.6% | -91.2% | -61.4% |
| 1Y | -53.3% | +48.6% | -101.9% | -64.5% |
| 3Y | -12.2% | +197.3% | -209.5% | -60.7% |
| 5Y | -31.3% | +413.0% | -444.3% | -79.8% |
| All | -39.1% | +762.6% | -801.7% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling