-41.1%
JOBY vs PR
+3,295.2%
-3,336.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.4% |
| 7D | +28.5% | -12.4% | +40.9% | +31.5% |
| 30D | +13.6% | -6.6% | +20.2% | +14.6% |
| 3M | -28.5% | +7.5% | -36.0% | -30.0% |
| 6M | -43.1% | +10.8% | -53.9% | -45.0% |
| YTD | -53.2% | +57.0% | -110.2% | -58.4% |
| 1Y | -58.5% | +67.9% | -126.5% | -63.8% |
| 3Y | +16.6% | +87.6% | -71.0% | -1.6% |
| 5Y | -34.7% | +220.4% | -255.0% | -50.4% |
| All | -41.1% | +3,295.2% | -3,336.3% | -63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling