-35.8%
JOBY vs LDOS
+51.9%
-87.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | -3.4% | -5.4% | +2.0% | -1.5% |
| 30D | -13.6% | +4.9% | -18.5% | -15.2% |
| 3M | -39.5% | +7.2% | -46.7% | -41.3% |
| 6M | -31.9% | -24.2% | -7.6% | -24.6% |
| YTD | -48.9% | -25.8% | -23.1% | -43.1% |
| 1Y | -48.5% | -24.7% | -23.8% | -42.8% |
| 3Y | -8.0% | +39.3% | -47.3% | -17.2% |
| 5Y | -33.7% | +43.3% | -77.0% | -40.5% |
| All | -35.8% | +51.9% | -87.7% | -43.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling