+52.1%
JOBY vs NXT
+171.8%
-119.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.6% | -2.5% | -5.1% |
| 7D | -5.9% | -0.2% | -5.6% | -5.8% |
| 30D | -27.1% | -20.0% | -7.2% | -22.5% |
| 3M | -30.7% | -30.9% | +0.2% | -23.6% |
| 6M | -36.1% | -23.8% | -12.2% | -31.8% |
| YTD | -51.4% | -5.4% | -45.9% | -51.3% |
| 1Y | -52.2% | +28.0% | -80.2% | -55.2% |
| 3Y | -12.1% | +93.3% | -105.4% | -31.4% |
| All | +52.1% | +171.8% | -119.6% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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