-35.8%
JOBY vs RACE
+101.5%
-137.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.7% |
| 7D | -3.4% | -2.5% | -0.9% | -1.9% |
| 30D | -13.6% | +0.8% | -14.4% | -14.1% |
| 3M | -39.5% | +17.2% | -56.7% | -45.4% |
| 6M | -31.9% | +13.6% | -45.4% | -37.5% |
| YTD | -48.9% | +12.2% | -61.1% | -53.4% |
| 1Y | -48.5% | -16.3% | -32.3% | -43.5% |
| 3Y | -8.0% | +36.4% | -44.5% | -37.1% |
| 5Y | -33.7% | +95.0% | -128.6% | -65.8% |
| All | -35.8% | +101.5% | -137.3% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling