-52.4%
JOBY vs RACE
-13.6%
-38.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.4% |
| 7D | -8.2% | -2.2% | -5.9% | -7.2% |
| 30D | -25.1% | -0.4% | -24.7% | -24.9% |
| 3M | -28.8% | +17.9% | -46.7% | -33.3% |
| 6M | -36.1% | +19.3% | -55.4% | -40.8% |
| YTD | -52.2% | +11.9% | -64.0% | -54.4% |
| 1Y | -52.4% | -12.7% | -39.7% | -51.0% |
| All | -52.4% | -13.6% | -38.8% | -51.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling