-28.0%
JOBY vs O
+15.7%
-43.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | -5.2% | -2.9% | -2.3% | -3.1% |
| 30D | -19.7% | -4.5% | -15.2% | -16.9% |
| 3M | -31.7% | -2.6% | -29.1% | -31.5% |
| 6M | -37.5% | -5.6% | -31.9% | -36.0% |
| YTD | -51.6% | +9.3% | -60.9% | -56.9% |
| 1Y | -53.3% | +4.3% | -57.6% | -56.6% |
| 3Y | -12.2% | +27.4% | -39.7% | -34.5% |
| All | -28.0% | +15.7% | -43.8% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling