-6.3%
JOBY vs RACE
+39.3%
-45.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.9% |
| 7D | +2.2% | -1.0% | +3.3% | +2.7% |
| 30D | -20.8% | -1.5% | -19.3% | -20.3% |
| 3M | -29.5% | +15.5% | -44.9% | -33.7% |
| 6M | -28.4% | +17.3% | -45.7% | -33.2% |
| YTD | -48.2% | +11.1% | -59.3% | -50.8% |
| 1Y | -49.1% | -14.3% | -34.8% | -46.6% |
| 3Y | -6.3% | +40.2% | -46.5% | -35.4% |
| All | -6.3% | +39.3% | -45.6% | -35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling