-12.2%
JOBY vs OMC
+10.5%
-22.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.5% |
| 7D | -5.2% | -4.4% | -0.8% | -3.0% |
| 30D | -19.7% | -7.6% | -12.1% | -16.7% |
| 3M | -31.7% | +4.5% | -36.3% | -34.5% |
| 6M | -37.5% | -0.3% | -37.3% | -38.4% |
| YTD | -51.6% | -0.1% | -51.5% | -52.8% |
| 1Y | -53.3% | +4.6% | -57.9% | -56.7% |
| 3Y | -12.2% | +10.5% | -22.7% | -36.0% |
| All | -12.2% | +10.5% | -22.7% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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