-38.9%
JOBY vs RACE
+97.8%
-136.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.3% | -5.6% |
| 7D | -5.9% | -2.6% | -3.2% | -4.2% |
| 30D | -27.1% | -1.1% | -26.0% | -26.6% |
| 3M | -30.7% | +12.5% | -43.3% | -35.8% |
| 6M | -36.1% | +17.4% | -53.5% | -42.5% |
| YTD | -51.4% | +10.1% | -61.5% | -55.0% |
| 1Y | -52.2% | -15.1% | -37.0% | -48.0% |
| 3Y | -12.1% | +38.9% | -51.0% | -41.1% |
| 5Y | -31.1% | +90.7% | -121.8% | -64.0% |
| All | -38.9% | +97.8% | -136.6% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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