-28.0%
JOBY vs LOW
+5.4%
-33.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -5.2% | -3.7% | -1.5% | -2.7% |
| 30D | -19.7% | -8.9% | -10.9% | -14.5% |
| 3M | -31.7% | -10.4% | -21.3% | -27.1% |
| 6M | -37.5% | -19.4% | -18.1% | -28.4% |
| YTD | -51.6% | -17.1% | -34.5% | -46.3% |
| 1Y | -53.3% | -26.3% | -27.0% | -43.7% |
| 3Y | -12.2% | -9.9% | -2.3% | -11.4% |
| All | -28.0% | +5.4% | -33.4% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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