-35.8%
JOBY vs PPL
+53.5%
-89.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | +2.7% | -6.1% | -4.4% |
| 30D | -13.6% | +0.5% | -14.0% | -13.8% |
| 3M | -39.5% | +0.7% | -40.2% | -40.1% |
| 6M | -31.9% | -7.6% | -24.3% | -30.4% |
| YTD | -48.9% | +1.8% | -50.8% | -50.3% |
| 1Y | -48.5% | -0.8% | -47.8% | -49.2% |
| 3Y | -8.0% | +56.9% | -64.9% | -30.6% |
| 5Y | -33.7% | +39.5% | -73.2% | -46.9% |
| All | -35.8% | +53.5% | -89.4% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling