-35.9%
JOBY vs RACE
+69.7%
-105.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.5% | -3.7% |
| 7D | +22.1% | +0.2% | +21.8% | +21.7% |
| 30D | +8.8% | +6.6% | +2.2% | +4.2% |
| 3M | -32.8% | +2.2% | -35.0% | -34.0% |
| 6M | -45.5% | +22.4% | -67.9% | -52.6% |
| YTD | -55.2% | +13.8% | -68.9% | -59.6% |
| 1Y | -62.5% | +2.2% | -64.7% | -63.6% |
| 3Y | +14.1% | +25.6% | -11.6% | -18.2% |
| 5Y | -35.9% | +71.0% | -106.9% | -66.0% |
| All | -35.9% | +69.7% | -105.6% | -66.0% |
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 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