-65.8%
JOBY vs OUST
+11.1%
-76.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +15.7% | -11.6% | -1.3% |
| 7D | -0.6% | -0.2% | -0.4% | -0.9% |
| 30D | -12.6% | -24.0% | +11.4% | -5.0% |
| 3M | -36.6% | -29.9% | -6.7% | -30.2% |
| 6M | -43.0% | +19.1% | -62.1% | -53.9% |
| YTD | -61.7% | +55.0% | -116.7% | -74.8% |
| 1Y | -65.8% | +21.2% | -87.0% | -73.6% |
| All | -65.8% | +11.1% | -76.8% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 1y: compounded portfolio wealth divided by compounded OUST 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…
1y analysis · Full analysis span regression · 6 months rolling