-39.1%
JOBY vs OKE
+351.2%
-390.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.3% | +0.9% |
| 7D | -5.2% | +1.2% | -6.4% | -5.7% |
| 30D | -19.7% | +4.5% | -24.2% | -21.3% |
| 3M | -31.7% | +9.6% | -41.3% | -35.3% |
| 6M | -37.5% | +15.4% | -52.9% | -43.5% |
| YTD | -51.6% | +36.5% | -88.1% | -60.4% |
| 1Y | -53.3% | +39.0% | -92.3% | -62.4% |
| 3Y | -12.2% | +74.3% | -86.5% | -38.4% |
| 5Y | -31.3% | +141.2% | -172.5% | -57.1% |
| All | -39.1% | +351.2% | -390.3% | -65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling