-28.0%
JOBY vs NI
+96.9%
-125.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -19.3% |
| 3M | -31.7% | -10.6% | -21.2% | -28.9% |
| 6M | -37.5% | -9.3% | -28.2% | -35.8% |
| YTD | -51.6% | +1.1% | -52.7% | -52.9% |
| 1Y | -53.3% | +3.4% | -56.7% | -55.0% |
| 3Y | -12.2% | +67.9% | -80.1% | -33.4% |
| All | -28.0% | +96.9% | -125.0% | -42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling