-6.3%
JOBY vs LII
+2.8%
-9.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.3% |
| 7D | +2.2% | +2.1% | +0.1% | +1.0% |
| 30D | -20.8% | -12.4% | -8.4% | -14.9% |
| 3M | -29.5% | -24.8% | -4.7% | -18.8% |
| 6M | -28.4% | -25.2% | -3.2% | -17.7% |
| YTD | -48.2% | -20.3% | -27.9% | -43.4% |
| 1Y | -49.1% | -32.9% | -16.1% | -38.0% |
| 3Y | -6.3% | +2.0% | -8.3% | -5.4% |
| All | -6.3% | +2.8% | -9.1% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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