-51.6%
JOBY vs RF
+157.4%
-209.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.7% |
| 7D | -14.3% | +1.9% | -16.3% | -15.4% |
| 30D | +10.2% | +7.3% | +2.9% | +4.9% |
| 3M | -38.5% | -7.9% | -30.6% | -35.2% |
| 6M | -54.1% | +10.5% | -64.6% | -57.8% |
| YTD | -61.5% | +9.6% | -71.2% | -64.8% |
| 1Y | -65.7% | +20.3% | -86.0% | -70.6% |
| 3Y | -7.0% | +119.5% | -126.5% | -44.9% |
| 5Y | -44.2% | +48.2% | -92.4% | -59.0% |
| All | -51.6% | +157.4% | -209.0% | -66.7% |
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