-39.1%
JOBY vs NI
+106.5%
-145.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | -19.7% | -1.4% | -18.3% | -19.4% |
| 3M | -31.7% | -10.6% | -21.2% | -29.3% |
| 6M | -37.5% | -9.3% | -28.2% | -36.0% |
| YTD | -51.6% | +1.1% | -52.7% | -52.7% |
| 1Y | -53.3% | +3.4% | -56.7% | -54.7% |
| 3Y | -12.2% | +67.9% | -80.1% | -29.7% |
| 5Y | -31.3% | +98.0% | -129.2% | -45.3% |
| All | -39.1% | +106.5% | -145.6% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling