-44.0%
JOBY vs RF
+155.5%
-199.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | +16.4% | -1.3% | +17.8% | +17.4% |
| 30D | +14.4% | +4.6% | +9.8% | +10.8% |
| 3M | -30.2% | -8.4% | -21.7% | -26.1% |
| 6M | -45.3% | +8.9% | -54.1% | -49.3% |
| YTD | -55.5% | +8.8% | -64.3% | -59.0% |
| 1Y | -64.0% | +18.9% | -82.9% | -68.9% |
| 3Y | +13.3% | +116.0% | -102.7% | -32.2% |
| 5Y | -36.7% | +46.0% | -82.7% | -53.1% |
| All | -44.0% | +155.5% | -199.5% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling