-39.1%
JOBY vs REGN
+43.0%
-82.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.7% |
| 7D | -5.2% | -5.6% | +0.4% | -3.7% |
| 30D | -19.7% | -2.0% | -17.8% | -19.3% |
| 3M | -31.7% | +28.0% | -59.7% | -36.4% |
| 6M | -37.5% | +1.2% | -38.7% | -37.9% |
| YTD | -51.6% | +1.6% | -53.2% | -52.0% |
| 1Y | -53.3% | +38.2% | -91.5% | -58.0% |
| 3Y | -12.2% | -5.4% | -6.9% | -13.5% |
| 5Y | -31.3% | +21.3% | -52.6% | -37.7% |
| All | -39.1% | +43.0% | -82.2% | -46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling