-52.2%
JOBY vs PPL
+0.2%
-52.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -6.7% |
| 7D | -5.9% | 0.0% | -5.9% | -5.8% |
| 30D | -27.1% | -1.3% | -25.9% | -27.4% |
| 3M | -30.7% | -2.6% | -28.2% | -31.3% |
| 6M | -36.1% | -8.4% | -27.6% | -36.5% |
| YTD | -51.4% | +0.2% | -51.6% | -53.8% |
| 1Y | -52.2% | -0.2% | -51.9% | -49.4% |
| All | -52.2% | +0.2% | -52.3% | -49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling