-38.9%
JOBY vs OMC
+83.0%
-121.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.5% | -2.7% | -4.1% |
| 7D | -5.9% | -4.2% | -1.6% | -3.5% |
| 30D | -27.1% | -7.5% | -19.6% | -24.0% |
| 3M | -30.7% | +4.6% | -35.4% | -33.8% |
| 6M | -36.1% | -4.8% | -31.2% | -35.3% |
| YTD | -51.4% | -1.0% | -50.3% | -52.9% |
| 1Y | -52.2% | +3.8% | -56.0% | -55.9% |
| 3Y | -12.1% | +10.2% | -22.3% | -22.3% |
| 5Y | -31.1% | +29.7% | -60.8% | -42.4% |
| All | -38.9% | +83.0% | -121.9% | -47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling