-27.2%
JOBY vs LII
+25.8%
-53.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.4% |
| 7D | +2.2% | +2.1% | +0.1% | +0.8% |
| 30D | -20.8% | -12.4% | -8.4% | -14.0% |
| 3M | -29.5% | -24.8% | -4.7% | -17.3% |
| 6M | -28.4% | -25.2% | -3.2% | -16.3% |
| YTD | -48.2% | -20.3% | -27.9% | -42.7% |
| 1Y | -49.1% | -32.9% | -16.1% | -36.6% |
| 3Y | -6.3% | +2.0% | -8.3% | -17.1% |
| 5Y | -27.2% | +24.4% | -51.7% | -51.0% |
| All | -27.2% | +25.8% | -53.1% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling