-12.2%
JOBY vs QSR
+25.8%
-38.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | -5.2% | -4.0% | -1.2% | -3.6% |
| 30D | -19.7% | +2.8% | -22.5% | -20.7% |
| 3M | -31.7% | +5.1% | -36.8% | -33.9% |
| 6M | -37.5% | +8.8% | -46.3% | -42.5% |
| YTD | -51.6% | +14.8% | -66.4% | -57.5% |
| 1Y | -53.3% | +25.7% | -79.0% | -62.0% |
| 3Y | -12.2% | +27.5% | -39.8% | -31.8% |
| All | -12.2% | +25.8% | -38.0% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling