-49.1%
JOBY vs PR
+3,492.4%
-3,541.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.0% | -11.2% | -9.6% |
| 7D | +0.8% | +6.7% | -5.9% | -0.5% |
| 30D | +7.9% | -6.1% | +14.0% | +8.8% |
| 3M | -32.9% | +6.9% | -39.8% | -34.2% |
| 6M | -49.1% | +14.6% | -63.7% | -51.1% |
| YTD | -59.5% | +66.1% | -125.7% | -64.5% |
| 1Y | -67.2% | +77.0% | -144.3% | -71.7% |
| 3Y | +2.9% | +93.8% | -91.0% | -13.8% |
| 5Y | -41.3% | +268.2% | -309.6% | -56.2% |
| All | -49.1% | +3,492.4% | -3,541.5% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 10y: compounded portfolio wealth divided by compounded PR 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…
10y analysis · Full analysis span regression · 6 months rolling