-49.1%
JOBY vs LII
-32.8%
-16.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.8% | -8.4% | -9.0% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | +7.9% | -0.6% | +8.5% | +7.2% |
| 3M | -32.9% | -17.0% | -15.9% | -28.9% |
| 6M | -49.1% | -31.1% | -18.0% | -43.5% |
| All | -49.1% | -32.8% | -16.3% | -43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling