-11.8%
JOBY vs JD
-8.1%
-3.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.5% | -3.7% | -5.2% |
| 7D | -5.9% | -3.0% | -2.9% | -4.8% |
| 30D | -27.1% | -19.3% | -7.8% | -21.3% |
| 3M | -30.7% | -6.0% | -24.7% | -29.5% |
| 6M | -36.1% | +1.8% | -37.8% | -36.9% |
| YTD | -51.4% | -2.6% | -48.8% | -51.2% |
| 1Y | -52.2% | -17.4% | -34.7% | -49.2% |
| All | -11.8% | -8.1% | -3.7% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 3y: compounded portfolio wealth divided by compounded JD 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…
3y analysis · Full analysis span regression · 6 months rolling