-13.3%
JOBY vs O
+26.9%
-40.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.3% |
| 7D | -8.2% | -3.5% | -4.6% | -6.4% |
| 30D | -25.1% | -3.3% | -21.7% | -23.8% |
| 3M | -28.8% | -2.8% | -25.9% | -28.7% |
| 6M | -36.1% | -5.8% | -30.4% | -34.8% |
| YTD | -52.2% | +9.4% | -61.6% | -56.9% |
| 1Y | -52.4% | +5.7% | -58.1% | -55.9% |
| All | -13.3% | +26.9% | -40.2% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling