-49.1%
JOBY vs P
+27.4%
-76.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +3.4% | -12.6% | -10.0% |
| 7D | +0.8% | +17.8% | -17.1% | -3.3% |
| 30D | +7.9% | -29.9% | +37.7% | +18.5% |
| 3M | -32.9% | -1.2% | -31.7% | -35.0% |
| 6M | -49.1% | +32.1% | -81.2% | -58.2% |
| All | -49.1% | +27.4% | -76.5% | -58.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling