-52.4%
JOBY vs M
+25.2%
-77.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | +0.2% |
| 7D | -8.2% | -8.8% | +0.6% | -4.6% |
| 30D | -25.1% | -16.4% | -8.7% | -19.3% |
| 3M | -28.8% | -10.8% | -18.0% | -25.7% |
| 6M | -36.1% | +16.1% | -52.3% | -39.0% |
| YTD | -52.2% | -5.3% | -46.9% | -51.6% |
| 1Y | -52.4% | +24.9% | -77.3% | -58.5% |
| All | -52.4% | +25.2% | -77.6% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling