-38.9%
JOBY vs O
+35.4%
-74.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -5.1% |
| 7D | -5.9% | -2.3% | -3.6% | -4.3% |
| 30D | -27.1% | -2.4% | -24.7% | -25.9% |
| 3M | -30.7% | -0.6% | -30.2% | -31.6% |
| 6M | -36.1% | -5.0% | -31.1% | -34.9% |
| YTD | -51.4% | +10.4% | -61.7% | -56.4% |
| 1Y | -52.2% | +6.6% | -58.7% | -55.8% |
| 3Y | -12.1% | +28.4% | -40.4% | -31.9% |
| 5Y | -31.1% | +15.3% | -46.4% | -41.2% |
| All | -38.9% | +35.4% | -74.2% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling