-35.8%
JOBY vs KEY
+106.4%
-142.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -3.4% | +2.2% | -5.6% | -4.5% |
| 30D | -13.6% | -3.0% | -10.6% | -12.4% |
| 3M | -39.5% | +3.3% | -42.8% | -40.7% |
| 6M | -31.9% | +9.2% | -41.0% | -35.0% |
| YTD | -48.9% | +10.6% | -59.6% | -51.7% |
| 1Y | -48.5% | +20.4% | -68.9% | -53.2% |
| 3Y | -8.0% | +121.8% | -129.9% | -35.4% |
| 5Y | -33.7% | +41.1% | -74.8% | -44.6% |
| All | -35.8% | +106.4% | -142.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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