-32.2%
JOBY vs ONTO
+246.7%
-278.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.2% |
| 7D | -8.2% | +6.5% | -14.7% | -10.8% |
| 30D | -25.1% | -15.9% | -9.2% | -19.9% |
| 3M | -28.8% | -0.2% | -28.6% | -32.1% |
| 6M | -36.1% | +38.7% | -74.9% | -48.8% |
| YTD | -52.2% | +70.4% | -122.6% | -65.3% |
| 1Y | -52.4% | +153.6% | -206.0% | -71.4% |
| 3Y | -13.6% | +109.2% | -122.7% | -52.9% |
| 5Y | -32.2% | +249.7% | -281.9% | -73.3% |
| All | -32.2% | +246.7% | -278.9% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling