-28.0%
JOBY vs KKR
+64.7%
-92.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -5.2% | -6.2% | +1.0% | -0.7% |
| 30D | -19.7% | -8.9% | -10.9% | -14.3% |
| 3M | -31.7% | +6.3% | -38.0% | -35.7% |
| 6M | -37.5% | +16.5% | -54.0% | -45.6% |
| YTD | -51.6% | -20.3% | -31.3% | -44.2% |
| 1Y | -53.3% | -29.8% | -23.5% | -40.9% |
| 3Y | -12.2% | +63.2% | -75.4% | -43.5% |
| All | -28.0% | +64.7% | -92.8% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling