-7.0%
JOBY vs RACE
+24.7%
-31.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.5% |
| 7D | -14.3% | -1.2% | -13.1% | -13.8% |
| 30D | +10.2% | +6.1% | +4.1% | +7.4% |
| 3M | -38.5% | -0.3% | -38.2% | -38.5% |
| 6M | -54.1% | +23.4% | -77.5% | -57.8% |
| YTD | -61.5% | +12.5% | -74.0% | -63.6% |
| 1Y | -65.7% | -0.5% | -65.2% | -66.0% |
| 3Y | -7.0% | +23.6% | -30.6% | -18.1% |
| All | -7.0% | +24.7% | -31.7% | -18.1% |
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