-27.2%
JOBY vs RACE
+92.4%
-119.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.1% |
| 7D | +2.2% | -1.0% | +3.3% | +2.9% |
| 30D | -20.8% | -1.5% | -19.3% | -20.1% |
| 3M | -29.5% | +15.5% | -44.9% | -35.9% |
| 6M | -28.4% | +17.3% | -45.7% | -35.7% |
| YTD | -48.2% | +11.1% | -59.3% | -52.4% |
| 1Y | -49.1% | -14.3% | -34.8% | -44.9% |
| 3Y | -6.3% | +40.2% | -46.5% | -39.8% |
| 5Y | -27.2% | +92.6% | -119.8% | -62.2% |
| All | -27.2% | +92.4% | -119.7% | -62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling