-12.2%
JOBY vs OTIS
-12.3%
0.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.4% |
| 7D | -5.2% | -3.0% | -2.2% | -3.7% |
| 30D | -19.7% | -6.0% | -13.7% | -17.2% |
| 3M | -31.7% | -0.9% | -30.9% | -32.2% |
| 6M | -37.5% | -17.3% | -20.2% | -30.8% |
| YTD | -51.6% | -19.6% | -32.0% | -45.6% |
| 1Y | -53.3% | -21.0% | -32.3% | -47.0% |
| 3Y | -12.2% | -12.1% | -0.1% | -26.0% |
| All | -12.2% | -12.3% | 0.0% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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