-12.2%
JOBY vs KR
+33.5%
-45.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +2.1% |
| 7D | -5.2% | -0.2% | -5.0% | -5.3% |
| 30D | -19.7% | +5.1% | -24.8% | -18.4% |
| 3M | -31.7% | -8.2% | -23.6% | -32.9% |
| 6M | -37.5% | -18.0% | -19.5% | -39.7% |
| YTD | -51.6% | -4.8% | -46.8% | -51.8% |
| 1Y | -53.3% | -11.0% | -42.3% | -53.9% |
| 3Y | -12.2% | +37.7% | -49.9% | -22.8% |
| All | -12.2% | +33.5% | -45.7% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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