-12.2%
JOBY vs ONTO
+115.7%
-127.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | -0.5% |
| 7D | -5.2% | +4.9% | -10.1% | -6.9% |
| 30D | -19.7% | -16.6% | -3.1% | -14.5% |
| 3M | -31.7% | -7.3% | -24.4% | -32.3% |
| 6M | -37.5% | +45.9% | -83.5% | -49.2% |
| YTD | -51.6% | +78.2% | -129.8% | -63.7% |
| 1Y | -53.3% | +159.8% | -213.1% | -69.7% |
| 3Y | -12.2% | +123.4% | -135.6% | -50.5% |
| All | -12.2% | +115.7% | -127.9% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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