-27.2%
JOBY vs PPL
+39.3%
-66.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +2.2% | +1.8% | +0.5% | +1.5% |
| 30D | -20.8% | -1.1% | -19.8% | -20.6% |
| 3M | -29.5% | 0.0% | -29.5% | -29.9% |
| 6M | -28.4% | -7.6% | -20.8% | -26.7% |
| YTD | -48.2% | +1.7% | -49.9% | -49.8% |
| 1Y | -49.1% | +1.5% | -50.6% | -50.5% |
| 3Y | -6.3% | +55.3% | -61.6% | -32.2% |
| 5Y | -27.2% | +37.7% | -64.9% | -49.9% |
| All | -27.2% | +39.3% | -66.5% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PPL 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling