-31.1%
JOBY vs P
+274.2%
-305.3%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.0% | -2.1% | -4.5% |
| 7D | -5.9% | +5.0% | -10.9% | -7.8% |
| 30D | -27.1% | -0.9% | -26.2% | -27.8% |
| 3M | -30.7% | +38.7% | -69.4% | -40.5% |
| 6M | -36.1% | +54.4% | -90.4% | -48.6% |
| YTD | -51.4% | +44.8% | -96.2% | -60.3% |
| 1Y | -52.2% | +22.5% | -74.7% | -59.7% |
| 3Y | -12.1% | +148.2% | -160.3% | -55.5% |
| 5Y | -31.1% | +268.9% | -300.0% | -73.8% |
| All | -31.1% | +274.2% | -305.3% | -73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling