-43.6%
JOBY vs RF
+156.0%
-199.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.7% |
| 7D | +22.1% | +0.3% | +21.7% | +21.7% |
| 30D | +8.8% | +6.2% | +2.6% | +4.3% |
| 3M | -32.8% | -7.8% | -25.0% | -29.2% |
| 6M | -45.5% | +5.9% | -51.5% | -48.5% |
| YTD | -55.2% | +9.0% | -64.2% | -58.8% |
| 1Y | -62.5% | +19.3% | -81.7% | -67.6% |
| 3Y | +14.1% | +116.4% | -102.4% | -31.9% |
| 5Y | -35.9% | +46.0% | -82.0% | -52.6% |
| All | -43.6% | +156.0% | -199.6% | -61.1% |
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