-39.9%
JOBY vs NI
+106.5%
-146.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -8.2% | -0.6% | -7.6% | -7.9% |
| 30D | -25.1% | -1.4% | -23.7% | -24.7% |
| 3M | -28.8% | -10.6% | -18.2% | -26.2% |
| 6M | -36.1% | -9.9% | -26.2% | -34.4% |
| YTD | -52.2% | +1.2% | -53.4% | -53.2% |
| 1Y | -52.4% | +4.4% | -56.8% | -54.0% |
| 3Y | -13.6% | +68.6% | -82.2% | -30.8% |
| 5Y | -32.2% | +98.0% | -130.2% | -46.0% |
| All | -39.9% | +106.5% | -146.4% | -50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling