-53.3%
JOBY vs OKE
+40.5%
-93.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.3% | +1.7% |
| 7D | -5.2% | +1.2% | -6.4% | -4.6% |
| 30D | -19.7% | +4.5% | -24.2% | -17.8% |
| 3M | -31.7% | +9.6% | -41.3% | -27.7% |
| 6M | -37.5% | +15.4% | -52.9% | -34.2% |
| YTD | -51.6% | +36.5% | -88.1% | -48.9% |
| 1Y | -53.3% | +39.0% | -92.3% | -53.9% |
| All | -53.3% | +40.5% | -93.8% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 1y: compounded portfolio wealth divided by compounded OKE 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…
1y analysis · Full analysis span regression · 6 months rolling