-39.1%
JOBY vs KKR
+168.9%
-208.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -5.2% | -6.2% | +1.0% | -0.8% |
| 30D | -19.7% | -8.9% | -10.9% | -14.5% |
| 3M | -31.7% | +6.3% | -38.0% | -35.5% |
| 6M | -37.5% | +16.5% | -54.0% | -45.3% |
| YTD | -51.6% | -20.3% | -31.3% | -44.4% |
| 1Y | -53.3% | -29.8% | -23.5% | -41.3% |
| 3Y | -12.2% | +63.2% | -75.4% | -41.4% |
| 5Y | -31.3% | +68.0% | -99.3% | -57.5% |
| All | -39.1% | +168.9% | -208.0% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 10y: compounded portfolio wealth divided by compounded KKR 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…
10y analysis · Full analysis span regression · 6 months rolling