-61.3%
JOBY vs Q
+75.4%
-136.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -0.8% |
| 7D | -8.2% | +4.1% | -12.2% | -10.2% |
| 30D | -25.1% | -10.7% | -14.3% | -20.8% |
| 3M | -28.8% | -11.7% | -17.1% | -25.2% |
| 6M | -36.1% | +8.3% | -44.5% | -40.7% |
| YTD | -52.2% | +51.3% | -103.5% | -64.1% |
| All | -61.3% | +75.4% | -136.7% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling