-0.5%
JOBY vs LDOS
+32.3%
-32.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.3% | +14.2% | +12.8% |
| 7D | +21.0% | -7.2% | +28.2% | +24.4% |
| 30D | +3.1% | +16.8% | -13.7% | -4.0% |
| 3M | -27.9% | -1.6% | -26.4% | -28.0% |
| 6M | -43.6% | -1.0% | -42.7% | -43.9% |
| YTD | -55.1% | -25.8% | -29.3% | -48.8% |
| 1Y | -58.6% | -31.1% | -27.5% | -51.2% |
| 3Y | -0.5% | +32.8% | -33.3% | -28.1% |
| All | -0.5% | +32.3% | -32.8% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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