+7.7%
JOBY vs P
+193.5%
-185.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -2.0% |
| 7D | +16.4% | -4.7% | +21.2% | +17.2% |
| 30D | +14.4% | -31.4% | +45.8% | +26.4% |
| 3M | -30.2% | -2.6% | -27.5% | -31.6% |
| 6M | -45.3% | +21.9% | -67.2% | -51.0% |
| YTD | -55.5% | +58.9% | -114.4% | -63.7% |
| 1Y | -64.0% | +21.7% | -85.8% | -69.1% |
| All | +7.7% | +193.5% | -185.8% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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