-32.2%
JOBY vs NDAQ
+48.4%
-80.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | +0.3% |
| 7D | -8.2% | -6.8% | -1.4% | -2.5% |
| 30D | -25.1% | -3.2% | -21.9% | -23.1% |
| 3M | -28.8% | +6.5% | -35.3% | -34.1% |
| 6M | -36.1% | +5.7% | -41.9% | -40.7% |
| YTD | -52.2% | -4.6% | -47.6% | -51.4% |
| 1Y | -52.4% | -1.6% | -50.8% | -53.3% |
| 3Y | -13.6% | +86.4% | -100.0% | -55.4% |
| 5Y | -32.2% | +50.3% | -82.5% | -58.8% |
| All | -32.2% | +48.4% | -80.5% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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