-37.5%
JOBY vs KR
-18.0%
-19.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +3.3% |
| 7D | -5.2% | -0.2% | -5.0% | -5.5% |
| 30D | -19.7% | +5.1% | -24.8% | -16.5% |
| 3M | -31.7% | -8.2% | -23.6% | -36.3% |
| 6M | -37.5% | -18.0% | -19.5% | -45.1% |
| All | -37.5% | -18.0% | -19.5% | -45.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling