-53.3%
JOBY vs REGN
+41.3%
-94.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.4% |
| 7D | -5.2% | -5.6% | +0.4% | -4.6% |
| 30D | -19.7% | -2.0% | -17.8% | -19.5% |
| 3M | -31.7% | +28.0% | -59.7% | -32.9% |
| 6M | -37.5% | +1.2% | -38.7% | -37.1% |
| YTD | -51.6% | +1.6% | -53.2% | -51.2% |
| 1Y | -53.3% | +38.2% | -91.5% | -50.1% |
| All | -53.3% | +41.3% | -94.6% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 1y: compounded portfolio wealth divided by compounded REGN 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…
1y analysis · Full analysis span regression · 6 months rolling